Kestra Private Wealth Services, LLC First Tr Exchange Traded Fd Vi Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,136 shares of AFSM stock, worth $290,068. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,136
Previous 7,952
14.89%
Holding current value
$290,068
Previous $237,000
25.74%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding AFSM
# of Institutions
34Shares Held
1.51MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc293KShares$9.29 Million0.0% of portfolio
-
Truist Financial Corp285KShares$9.03 Million0.01% of portfolio
-
Cwm, LLC157KShares$4.98 Million0.02% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A8127KShares$4.04 Million0.02% of portfolio
-
Cetera Investment Advisers Schaumburg, IL86.1KShares$2.73 Million0.0% of portfolio