Kestra Advisory Services, LLC Purchases in Q3 2024

Kestra Advisory Services, LLC

  • $17.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EWJ
Ishares Msci Japan ETF

ETFs
14.8K
+ 213.88%
$63.12 - $72.99 $932K - $1.08M
21.7K $1.55M
PVAL
Putnam ETF Tr Putnam Focused L
12.5K
+ 3.42%
$35.03 - $37.94 $437K - $474K
378K $14.3M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
21.3K
+ 37.79%
$43.5 - $45.75 $928K - $976K
77.8K $3.56M
TPL
Texas Pacific Land Corp

Energy
691
+ 22.56%
$724.86 - $952.13 $501K - $658K
3.75K $3.32M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.78K
+ 2.85%
$285.48 - $330.24 $509K - $588K
64.4K $20.7M
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
23.1K
+ 16.74%
$38.45 - $40.05 $890K - $927K
161K $6.47M
IWC
Russell Micro Cap ETF

ETFs
8.11K
+ 145.18%
$112.21 - $129.46 $910K - $1.05M
13.7K $1.69M
FTNT
Fortinet, Inc.

Technology
611
+ 1.07%
$55.39 - $77.55 $33.8K - $47.4K
57.9K $4.49M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.34K
+ 2.0%
$80.13 - $88.89 $188K - $208K
119K $10.5M
HBAN
Huntington Bancshares Inc

Financial Services
4.13K
+ 0.66%
$12.84 - $15.15 $53.1K - $62.6K
631K $9.27M
DUSA
Davis Fundamental ETF Tr

ETFs
3.8K
+ 0.48%
$37.9 - $42.15 $144K - $160K
802K $33.4M
EMLP
First Tr Exchange Traded Iv

ETFs
6.18K
+ 2.44%
$30.38 - $34.0 $188K - $210K
259K $8.7M
DFAE
Dimensional ETF Tr

ETFs
19K
+ 6.22%
$24.46 - $27.82 $465K - $529K
325K $8.89M
ERIE
Erie Indemnity CO

Financial Services
7
+ 0.13%
$356.56 - $544.84 $2.5K - $3.81K
5.44K $2.93M
XLY
Select Sector Spdr Consumer Di

ETFs
28
+ 0.05%
$170.05 - $200.86 $4.76K - $5.62K
53.4K $10.7M
VOD
Vodafone Group Public LTD CO

Communication Services
58.9K
+ 18.12%
$8.8 - $10.35 $519K - $610K
384K $3.85M
VPU
Vanguard Utilities ETF

ETFs
1.63K
+ 6.39%
$146.64 - $174.54 $239K - $284K
27.1K $4.72M
IWP
Ishares Russell Mid Cap Growth

ETFs
673
+ 0.55%
$103.87 - $117.59 $69.9K - $79.1K
124K $14.5M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
37.5K
+ 15.44%
$19.92 - $20.67 $746K - $775K
280K $5.76M
MDU
Mdu Resources Group Inc

Industrials
32.6K
+ 363.16%
$24.1 - $27.68 $785K - $901K
41.5K $1.14M
VST
Vistra Corp.

Utilities
5.18K
+ 56.63%
$69.0 - $119.06 $357K - $616K
14.3K $1.7M
BDX
Becton Dickinson & CO

Healthcare
2.26K
+ 4.61%
$221.47 - $242.41 $501K - $548K
51.4K $12.4M
KCE
Spdr S&P Capital Markets ETF

ETFs
7.26K
New
$110.03 - $126.01 $798K - $914K
7.26K $906K
IDU
Ishares Tr U S Utils ETF

ETFs
8.25K
+ 180.71%
$87.2 - $102.21 $720K - $844K
12.8K $1.31M
FCOM
Fidelity Covington Tr Msci Com

ETFs
8.89K
+ 6.16%
$49.09 - $55.08 $436K - $489K
153K $8.44M
FIX
Comfort Systems Usa Inc

Industrials
1.94K
+ 125.0%
$292.14 - $396.82 $565K - $768K
3.48K $1.36M
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.96K
+ 6.89%
$93.65 - $97.81 $559K - $583K
92.5K $9.05M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24.5K
+ 5.96%
$23.63 - $24.42 $579K - $599K
436K $10.6M
SMMT
Summit Therapeutics Inc.

Healthcare
39.2K
New
$6.89 - $31.93 $270K - $1.25M
39.2K $858K
TRU
Trans Union

Industrials
8.12K
New
$72.72 - $106.05 $590K - $861K
8.12K $849K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6.53K
+ 3.35%
$81.31 - $83.29 $531K - $544K
201K $16.7M
KMX
Carmax Inc

Consumer Cyclical
6.75K
+ 8.9%
$71.21 - $85.78 $481K - $579K
82.6K $6.39M
UHS
Universal Health Services Inc

Healthcare
3.6K
New
$178.68 - $241.52 $644K - $870K
3.6K $825K
ITB
Ishares Tr

ETFs
1.74K
+ 7.64%
$97.52 - $128.64 $169K - $223K
24.5K $3.11M
HMOP
Hartford Fds Exchange Traded T

ETFs
18.6K
+ 16.77%
$38.61 - $39.46 $718K - $734K
129K $5.1M
VV
Vanguard Large Cap ETF

ETFs
1.45K
+ 4.66%
$236.92 - $263.4 $344K - $382K
32.6K $8.58M
CGCP
Capital Group Core Plus Income

ETFs
1.17K
+ 0.14%
$22.12 - $23.31 $25.9K - $27.3K
864K $20M
BSCV
Invesco ETF Self Indexed Fd Tr
32.8K
+ 9.61%
$15.89 - $16.79 $522K - $551K
375K $6.25M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.19K
+ 0.53%
$22.38 - $23.66 $93.9K - $99.2K
793K $18.6M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
30.3K
+ 8.93%
$18.12 - $18.92 $549K - $573K
370K $6.95M
EME
Emcor Group, Inc.

Industrials
1.53K
+ 75.64%
$340.22 - $435.6 $519K - $664K
3.54K $1.52M
DFSV
Dimensional ETF Tr Dimensional

ETFs
13.7K
+ 7.6%
$28.25 - $31.7 $387K - $434K
194K $5.97M
MTD
Mettler Toledo International Inc

Healthcare
503
+ 220.61%
$1308.0 - $1521.03 $658K - $765K
731 $1.1M
KMI
Kinder Morgan, Inc.

Energy
5.4K
+ 1.83%
$19.72 - $22.22 $107K - $120K
301K $6.65M
LYFT
Lyft, Inc.

Technology
62.7K
+ 291.12%
$9.08 - $13.97 $569K - $876K
84.3K $1.08M
DBA
Invesco Db Agriculture Fund

ETFs
6.66K
+ 2.63%
$23.26 - $26.55 $155K - $177K
260K $6.79M
ALK
Alaska Air Group, Inc.

Industrials
14.7K
+ 77.76%
$32.92 - $45.21 $483K - $664K
33.5K $1.52M
KORP
American Centy ETF Tr Diversif

ETFs
11.1K
+ 12.25%
$45.64 - $48.46 $509K - $540K
102K $4.94M
AEE
Ameren Corp

Utilities
6.46K
+ 60.48%
$70.45 - $87.46 $455K - $565K
17.1K $1.5M
Activity Summary
Buys All Purchases 952 New Holdings 158 Increased Positions 794 Sells All Sells 1525 Reductions 1525 Sold out 0 Options Calls 8 Puts 5
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