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Affirm Hldgs shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Affirm Hldgs (AFRM) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Affirm Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Affirm Hldgs held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Affirm Hldgs by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $19k 259 72.33

More positions owned by Holos Integrated Wealth

First Trust Laddered Buffer ETF Etf (BUFR)
Innovator Laddered Allocation Power Buffer Etf (BUFF)
First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
Vanguard Mid Cap Etf (VO)
First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
Fidelity Total Bond Etf (FBND)
SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Affirm Hldgs

Vanguard Group
Capital Research Global Investors
Morgan Stanley
Capital World Investors
BlackRock
Susquehanna International
FMR
Citadel Advisors
Durable Capital Partners
Baillie Gifford & Co
State Street Corporation
Geode Capital Management
Jane Street
Marshall Wace
Invesco

View all funds holding Affirm Hldgs