Number of Shares
2,023
Previous 2,906 30.39%
Holding current value
$444 Million
Previous $490 Million 9.39%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025

SELL
N/A
-883 Reduced 30.39%
2,023 $444 Million
Q2 2025

Aug 18, 2025

SELL
N/A
-7,062 Reduced 70.85%
2,906 $490 Million
Q1 2025

May 15, 2025

BUY
N/A
523 Added 5.54%
9,968 $704 Million
Q4 2024

Jan 31, 2025

SELL
N/A
-299 Reduced 3.07%
9,445 $1.35 Billion
Q3 2024

Nov 14, 2024

BUY
N/A
9,744 New
9,744 $1.47 Billion
Track This Portfolio

Track Kestra Investment Management, LLC Portfolio

Follow Kestra Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Investment Management, LLC with notifications on news.