Holos Integrated Wealth LLC
CIK
0002080096
City
KENNETT SQUARE
State / Country
PA
Holdings in PDT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,743 | 216 | Shares | Sole | 2026-01-05 |
| 2025-09-30 | $2,881 | 216 | Shares | Sole | 2026-01-05 |
| 2025-06-30 | $2,844 | 216 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $2,825 | 216 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $2,751 | 216 | Shares | Sole | 2025-08-08 |