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At&t shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of At&t (T) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in At&t

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

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Quarterly reported holdings in At&t by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $47k 1.9k 24.56
2025-09-30 $49k 1.9k 25.87
2025-06-30 $54k 1.9k 28.08

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Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
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Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf (VGHY)
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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