Number of Shares
377,838
Previous 286,796 31.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025

BUY
N/A
91,042 Added 31.74%
377,838 $0
Q3 2024

Nov 13, 2024

SELL
N/A
-20,101 Reduced 6.55%
286,796 $0
Q2 2024

Aug 14, 2024

BUY
N/A
59,092 Added 23.85%
306,897 $0
Q1 2024

May 15, 2024

BUY
N/A
247,805 New
247,805 $0
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory Services, 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 Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.