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Key shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of Key (KEY) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in Key

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

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Quarterly reported holdings in Key by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $6.1k 346 17.61

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 Key

Bank of Nova Scotia
Vanguard Group
BlackRock
State Street Corporation
FMR
Wellington Management Company
Hanna Zanoni
Geode Capital Management
Capital World Investors
Invesco
Franklin Resources
Goldman Sachs Group
Morgan Stanley
Diamond Hill Capital Management
Dimensional Fund Advisors

View all funds holding Key