Kestra Private Wealth Services, LLC Purchases in Q4 2024

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FE
Firstenergy Corp

Utilities
2.2K
+ 11.95%
$39.14 - $44.52 $85.9K - $97.7K
20.6K $817K
WMS
Advanced Drainage Systems, Inc.

Industrials
1.02K
+ 36.4%
$114.63 - $163.52 $117K - $166K
3.82K $441K
LYG
Lloyds Banking Group PLC

Financial Services
2.92K
+ 18.37%
$2.67 - $3.23 $7.81K - $9.44K
18.8K $51K
CRL
Charles River Laboratories International, Inc.

Healthcare
136
+ 7.13%
$178.58 - $220.69 $24.3K - $30K
2.04K $377K
JHML
John Hancock Multifactor Large

ETFs
23
+ 0.7%
$68.78 - $73.44 $1.58K - $1.69K
3.33K $231K
ADSK
Autodesk, Inc.

Technology
9
+ 0.1%
N/A
8.81K $2.16M
MVIS
Microvision, Inc.

Technology
1.29K
+ 0.85%
N/A
152K $159K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
15
+ 0.27%
N/A
5.62K $215K
OESX
Orion Energy Systems, Inc.

Industrials
3K
+ 20.0%
$0.76 - $1.01 $2.28K - $3.03K
18K $13K
CNI
Canadian National Railway CO

Industrials
935
+ 15.52%
$100.62 - $117.12 $94.1K - $110K
6.96K $706K
AVK
Advent Convertible & Income Fund

Financial Services
49
+ 0.41%
$11.13 - $12.5 $545 - $613
12.1K $142K
TUA
Simpl Exch Traded Fds Sht Term
682
+ 3.53%
N/A
20K $0
Guardant Health Inc
5K
New
N/A
5K $0
Solventum Corp
1.8K
+ 41.28%
N/A
6.17K $0
Affirm Hldgs Inc
9K
New
N/A
9K $0
EWMC
Invesco Exchange Traded Fd Tr

ETFs
224
+ 0.52%
N/A
43.6K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
4.43K
+ 8.75%
N/A
55K $0
RBLD
First Tr Exchange Traded Fd Ii
3.44K
New
N/A
3.44K $0
Fidelity Wise Origin Bitcoin
52.1K
+ 218.14%
N/A
76K $0
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
7.41K
New
N/A
7.41K $0
Armour Residential Reit Inc
534
+ 2.02%
N/A
27K $0
Grayscale Bitcoin Mini Tr Et
13.4K
New
N/A
13.4K $0
Thomson Reuters Corp
2.88K
+ 83.9%
N/A
6.32K $0
Veralto Corp
2.27K
+ 22.69%
N/A
12.3K $0
Global X Fds
5.74K
New
N/A
5.74K $0
FLQH
Franklin Templeton Libertyq In

ETFs
19.5K
+ 5.32%
N/A
386K $0
Fifth Dist Bancorp Inc
15.2K
New
N/A
15.2K $0
Snap Inc
6K
New
N/A
6K $0
Super Micro Computer Inc
26.1K
New
N/A
26.1K $0
First Tr Exchng Traded Fd Vi
13.2K
New
N/A
13.2K $0
Fidelity Greenwood Street Tr
24K
New
N/A
24K $0
DAUG
First Tr ETF Viii Cboe Vest Us
575
+ 2.97%
N/A
20K $0
Simplify Exchange Traded Fun
774
+ 9.26%
N/A
9.13K $0
First Tr Exchng Traded Fd Vi
10.2K
+ 72.84%
N/A
24.2K $0
First Tr Exchng Traded Fd Vi
9.17K
New
N/A
9.17K $0
First Tr Exchng Traded Fd Vi
2.51K
+ 21.36%
N/A
14.3K $0
Victory Portfolios Ii
1.5K
+ 7.21%
N/A
22.2K $0
HUSV
First Tr ETF Iii Horizon Manag
29
+ 0.15%
N/A
19.7K $0
Viper Energy Inc
662
+ 5.31%
N/A
13.1K $0
First Tr Exch Traded Fd Iii
5.18K
+ 35.79%
N/A
19.6K $0
Arista Networks Inc
96.4K
New
N/A
96.4K $0
Spdr Ser Tr
102K
New
N/A
102K $0
FIGB
Fidelity Merrimack Str Tr
36.7K
+ 23.23%
N/A
195K $0
Sea LTD
28K
New
N/A
28K $0
Kodiak Gas Svcs Inc
6.82K
+ 57.7%
N/A
18.6K $0
Wisdomtree Tr
29.2K
New
N/A
29.2K $0
CNHI
Cnh Industrial N.V.

Industrials
67
+ 0.52%
N/A
13K $135K
VUSB
Vanguard Bd Index Fds
368
+ 2.28%
N/A
16.5K $0
Vanguard Mun Bd Fds
862
+ 28.81%
N/A
3.85K $0
Activity Summary
Buys All Purchases 978 New Holdings 149 Increased Positions 829 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 5 Puts 1
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