Holos Integrated Wealth LLC

Q4 2024 13F Holdings

Location
Kennett Square, PA
Holdings as of
12/31/2024
Value ($000)
$146,305
Num holdings
314
Date filed
8/8/2025
Form type
13F-HR
Prev filing
Next filing
8/8/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type