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 8,562 shares of XPND stock, worth $309,516. This represents 0.0% of its overall portfolio holdings.
Number of Shares
8,562
Previous 8,017
6.8%
Holding current value
$309,516
Previous $270,000
14.44%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding XPND
# of Institutions
26Shares Held
506KCall Options Held
0Put Options Held
0-
Integrated Wealth Concepts LLC155KShares$5.59 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ101KShares$3.63 Million0.01% of portfolio
-
Bullseye Investment Management, LLC37.9KShares$1.37 Million2.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.35.1KShares$1.27 Million0.0% of portfolio
-
Nations Financial Group Inc, Cedar Rapids, IA32.2KShares$1.16 Million0.08% of portfolio