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
OKE
Oneok Inc

Energy
871
+ 5.54%
$92.28 - $117.05 $80.4K - $102K
16.6K $1.66M
SPOT
Spotify Technology S.A.

Communication Services
332
+ 30.74%
$362.95 - $502.38 $120K - $167K
1.41K $631K
SU
Suncor Energy Inc

Energy
7.09K
+ 45.98%
$34.5 - $41.53 $245K - $294K
22.5K $802K
GLDM
World Gold Trust

ETFs
4.57K
+ 12.26%
$50.76 - $55.23 $232K - $252K
41.8K $2.17M
MAR
Marriott International Inc

Consumer Cyclical
144
+ 2.28%
$246.06 - $292.59 $35.4K - $42.1K
6.46K $1.8M
IHDG
Wisdomtree Tr

ETFs
7.03K
+ 21.31%
$43.38 - $46.0 $305K - $323K
40K $1.74M
RL
Ralph Lauren Corp

Consumer Cyclical
1K
New
$192.23 - $233.41 $193K - $234K
1K $231K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
6.22K
New
$29.11 - $41.59 $181K - $258K
6.22K $230K
AVY
Avery Dennison Corp

Industrials
1.23K
New
$186.26 - $220.48 $229K - $271K
1.23K $229K
DTE
Dte Energy CO

Utilities
2.2K
+ 46.94%
$117.04 - $129.77 $257K - $285K
6.87K $829K
BLDR
Builders First Source, Inc.

Industrials
1.6K
New
$142.93 - $198.25 $229K - $317K
1.6K $228K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.22K
New
$146.47 - $191.01 $178K - $232K
1.22K $226K
RRC
Range Resources Corp

Energy
6.3K
New
$29.77 - $36.41 $188K - $230K
6.3K $226K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.5K
+ 24.95%
$50.14 - $52.56 $276K - $289K
27.6K $1.39M
IBHG
Ishares Tr Ibonds 2027 Term Hi
10.7K
+ 32.22%
$22.11 - $22.54 $237K - $241K
43.9K $976K
SEIC
Sei Investments CO

Financial Services
2.73K
New
$69.36 - $86.58 $189K - $236K
2.73K $225K
BNTX
Bio N Tech Se

Healthcare
1.98K
New
$99.72 - $122.68 $198K - $243K
1.98K $225K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
492
+ 2.27%
$278.19 - $315.36 $137K - $155K
22.2K $6.38M
FTQI
First Trust ETF Vi First Trust

ETFs
10.2K
+ 34.66%
$20.23 - $21.46 $206K - $219K
39.6K $824K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
5.97K
+ 103.91%
$40.41 - $45.12 $241K - $270K
11.7K $474K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
4.48K
+ 8.93%
$50.73 - $51.08 $227K - $229K
54.6K $2.78M
ARKQ
Ark Autonomous Technology & Ro

ETFs
2.86K
New
$60.57 - $82.2 $173K - $235K
2.86K $220K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.54K
New
$47.77 - $51.75 $217K - $235K
4.54K $219K
MEDP
Medpace Holdings, Inc.

Healthcare
660
+ 46.38%
$308.93 - $363.58 $204K - $240K
2.08K $692K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.01K
+ 39.24%
$44.33 - $49.55 $222K - $248K
17.8K $798K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.09K
+ 47.03%
$24.94 - $25.74 $202K - $208K
25.3K $645K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.84K
+ 10.52%
$28.6 - $29.27 $281K - $288K
103K $2.96M
PKG
Packaging Corp Of America

Consumer Cyclical
894
+ 74.38%
$211.98 - $248.85 $190K - $222K
2.1K $471K
OVV
Ovintiv Inc.

Energy
5.26K
New
$37.74 - $46.71 $198K - $245K
5.26K $212K
MTB
M&T Bank Corp

Financial Services
1.04K
+ 73.43%
$172.48 - $221.95 $179K - $231K
2.45K $461K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.08K
+ 96.16%
$107.06 - $123.74 $223K - $257K
4.24K $464K
NSC
Norfolk Southern Corp

Industrials
1.53K
+ 13.91%
$230.6 - $277.0 $352K - $423K
12.5K $2.93M
FDIS
Fidelity Covington Tr Msci Con

ETFs
97
+ 0.44%
$85.33 - $104.24 $8.28K - $10.1K
22.2K $2.16M
USB
Us Bancorp \De\

Financial Services
3.12K
+ 11.13%
$43.98 - $53.66 $137K - $168K
31.2K $1.49M
EWC
Ishares Msci Canada ETF

ETFs
5.14K
New
$39.64 - $43.28 $204K - $222K
5.14K $207K
PBP
Invesco Exchange Traded Fd Tr

ETFs
8.79K
New
$22.51 - $23.75 $198K - $209K
8.79K $207K
SIGI
Selective Insurance Group Inc

Financial Services
2.21K
New
$90.05 - $102.09 $199K - $225K
2.21K $206K
IBN
Icici Bank LTD

Financial Services
6.92K
New
$28.69 - $31.9 $199K - $221K
6.92K $206K
KNSL
Kinsale Capital Group, Inc.

Financial Services
444
+ 35.92%
$424.05 - $524.22 $188K - $233K
1.68K $781K
FN
Fabrinet

Technology
1.03K
+ 72.66%
$214.76 - $271.08 $221K - $279K
2.45K $538K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
12.3K
+ 67.63%
$18.18 - $19.49 $223K - $239K
30.4K $554K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
326
+ 1.23%
$417.69 - $450.94 $136K - $147K
26.8K $11.4M
XPO
Xpo Logistics, Inc.

Industrials
1.53K
New
$105.35 - $158.2 $162K - $243K
1.53K $201K
FNDF
Schwab Fundamental Intl Large

ETFs
8.51K
+ 43.16%
$32.92 - $37.15 $280K - $316K
28.2K $937K
KR
Kroger CO

Consumer Defensive
2.4K
+ 17.37%
$55.21 - $63.3 $133K - $152K
16.2K $991K
HXL
Hexcel Corp

Industrials
3.2K
New
$58.56 - $65.31 $188K - $209K
3.2K $200K
AMP
Ameriprise Financial Inc

Financial Services
29
+ 0.99%
$473.15 - $574.01 $13.7K - $16.6K
2.95K $1.57M
IWLG
Indexiq Active ETF Tr Iq Winsl
1.91K
+ 3.09%
$44.84 - $50.08 $85.5K - $95.5K
63.5K $3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.49K
+ 3.31%
$59.74 - $60.03 $208K - $209K
109K $6.5M
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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