Position in TRU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,358
+$301 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#447
of 518 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Holos Integrated Wealth LLC holds $28,902 across 2 Financial Data & Stock Exchanges names. TRU ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
175 | $21,544 | |
| 2 | TRU |
TransUnion
This page
|
102 | $7,358 |
All Filings in TRU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,358 | 102 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,057 | 102 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $8,746 | 102 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $8,545 | 102 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $8,976 | 102 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,464 | 102 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $9,456 | 102 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||