Kestra Advisory Services, LLC Pacer Fds Tr Cfra Stovall Eql Transaction History

Kestra Advisory Services, LLC

  • $17.6 Billion
  • Q2 2024

A detailed history of Kestra Advisory Services, LLC transactions in Pacer Fds Tr Cfra Stovall Eql stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 6,821 shares of SZNE stock, worth $256,606. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,821
Previous 6,790 0.46%
Holding current value
$256,606
Previous $268,000 7.09%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$36.63 - $39.34 $1,135 - $1,219
31 Added 0.46%
6,821 $249,000
Q1 2024

May 15, 2024
BUY
$34.99 - $39.51 $349 - $395
10 Added 0.15%
6,790 $268,000
Q4 2023

Feb 14, 2024
BUY
$30.36 - $36.69 $1,153 - $1,394
38 Added 0.56%
6,780 $246,000
Q3 2023

Nov 09, 2023
SELL
$32.32 - $36.46 $1,098 - $1,239
-34 Reduced 0.5%
6,742 $218,000
Q2 2023

Aug 11, 2023
SELL
$34.22 - $37.1 $5,338 - $5,787
-156 Reduced 2.25%
6,776 $241,000
Q1 2023

May 12, 2023
SELL
$34.62 - $39.11 $138,514 - $156,479
-4,001 Reduced 36.6%
6,932 $257,000
Q4 2022

Jan 31, 2023
BUY
$31.46 - $37.07 $122,190 - $143,979
3,884 Added 55.1%
10,933 $377,000
Q3 2022

Nov 01, 2022
SELL
$31.08 - $35.74 $12,245 - $14,081
-394 Reduced 5.29%
7,049 $219 Million
Q2 2022

Aug 12, 2022
BUY
$31.6 - $37.43 $10,680 - $12,651
338 Added 4.76%
7,443 $247,000
Q1 2022

Apr 26, 2022
BUY
$34.42 - $40.17 $11,220 - $13,095
326 Added 4.81%
7,105 $0
Q4 2021

Jan 20, 2022
SELL
$37.21 - $40.05 $11,051 - $11,894
-297 Reduced 4.2%
6,779 $0
Q3 2021

Oct 19, 2021
BUY
$37.52 - $39.82 $4,127 - $4,380
110 Added 1.58%
7,076 $0
Q2 2021

Jul 28, 2021
BUY
$35.8 - $38.2 $249,382 - $266,101
6,966 New
6,966 $0

Others Institutions Holding SZNE

# of Institutions
21
Shares Held
527K
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR CFRA-STOVALL EQL

SZNE Quotes by TradingView
  • Ticker SZNE
  • Sector ETFs
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More about SZNE
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