Holos Integrated Wealth LLC
Position in FLTB — Fidelity Limited Term Bond ETF
CIK 2080096
KENNETT SQUARE, PA
All Filings in FLTB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FLTB | $8,217,285 | 163,463 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 FLTB | $8,260,467 | 163,057 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 FLTB | $7,467,132 | 147,397 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 FLTB | $6,984,331 | 138,578 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 FLTB | $5,925,897 | 118,305 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||