Kestra Private Wealth Services, LLC Amplify ETF Tr Trnsformational Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 13,795 shares of BLOK stock, worth $824,803. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,795
Previous 10,308
33.83%
Holding current value
$824,803
Previous $588,000
57.14%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding BLOK
# of Institutions
287Shares Held
8.14MCall Options Held
85.8KPut Options Held
31.5K-
Morgan Stanley New York, NY1.37MShares$81.8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC975KShares$58.3 Million0.02% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL585KShares$35 Million0.67% of portfolio
-
Wells Fargo & Company San Francisco, CA477KShares$28.5 Million0.01% of portfolio
-
Gradient Investments LLC427KShares$25.5 Million0.61% of portfolio