Kestra Private Wealth Services, LLC ETF Ser Solutions Aam Transfor Transaction History
Kestra Private Wealth Services, LLC
- $7.43 Billion
- Q4 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in ETF Ser Solutions Aam Transfor stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 27,858 shares of TRFM stock, worth $1.32 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
27,858
Previous 28,760
3.14%
Holding current value
$1.32 Million
Previous $1.39 Million
5.46%
% of portfolio
0.02%
Previous 0.02%
Shares
6 transactions
Others Institutions Holding TRFM
# of Institutions
19Shares Held
1.69MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.32MShares$62.5 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ110KShares$5.21 Million0.01% of portfolio
-
Sea Crest Wealth Management, LLC Purchase, NY56.6KShares$2.68 Million0.29% of portfolio
-
Key Client Fiduciary Advisors, LLC37.2KShares$1.76 Million0.74% of portfolio
-
Commonwealth Equity Services, LLC35.3KShares$1.67 Million0.0% of portfolio