Back to PDT
Holos Integrated Wealth LLC → PDT
Holos Integrated Wealth LLC PDT Position History
John Hancock Premium Dividend Fund • Financial Services
Quarters held
5
Latest value
$3K
Q3 2026
Peak value
$3K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3K |
| Q4 2025 | $3K |
| Q1 2026 | $3K |
| Q2 2026 | $3K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 216 | — | — |
| Q2 2026 | $3K | 216 | — | — |
| Q1 2026 | $3K | 216 | — | — |
| Q4 2025 | $3K | 216 | — | — |
| Q3 2025 | $3K | 216 | — | — |
Other funds holding PDT
Other Holos Integrated Wealth LLC positions
FPF
$24.2MFirst Trust Laddered Buffer ETF
FPF
$22.3MFirst Trust Laddered Buffer ETF
FPF
$20.2MFirst Trust Laddered Buffer ETF
FPF
$19.9MFirst Trust Laddered Buffer ETF
FPF
$19.5MFirst Trust Laddered Buffer ETF
FPF
$14MFirst Trust TCW Unconstrained PLUS Bond
FIS
$12.2MFidelity Total Bond
FIS
$11.5MFidelity Total Bond