Kestra Private Wealth Services, LLC Sells in Q4 2024

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WU
Western Union CO

Financial Services
-8K
- 22.34%
$10.52 - $11.94 $84.2K - $95.6K
27.8K $294K
DG
Dollar General Corp

Consumer Defensive
-1.01K
- 15.88%
$73.27 - $84.47 $73.8K - $85.1K
5.34K $404K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-589
- 8.58%
$185.87 - $204.12 $109K - $120K
6.28K $1.18M
IDV
Ishares Tr

ETFs
-3.55K
- 29.08%
$27.03 - $29.92 $95.8K - $106K
8.65K $236K
VOD
Vodafone Group Public LTD CO

Communication Services
-2.82K
- 4.13%
$8.37 - $9.95 $23.6K - $28.1K
65.5K $555K
ARKW
Ark Next Generation Internet E

ETFs
-2.7K
- 37.29%
$82.66 - $120.04 $223K - $324K
4.54K $490K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-6.56K
- 26.4%
$12.61 - $15.33 $82.7K - $101K
18.3K $235K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.53K
- 1.29%
$25.3 - $26.31 $38.8K - $40.3K
118K $3.01M
FSK
Fs Kkr Capital Corp

Financial Services
-10.9K
- 18.52%
$19.71 - $22.22 $214K - $241K
47.7K $1.04M
SEE
Sealed Air Corp

Consumer Cyclical
-2.72K
- 25.15%
$33.59 - $37.3 $91.4K - $101K
8.09K $273K
TD
Toronto Dominion Bank

Financial Services
-632
- 7.52%
$51.56 - $63.8 $32.6K - $40.3K
7.77K $413K
WDC
Western Digital Corp

Technology
-1.09K
- 18.3%
$59.62 - $73.43 $64.9K - $80K
4.86K $289K
FBT
First Trust Nyse Arca Biotechn

ETFs
-388
- 4.39%
$161.65 - $178.69 $62.7K - $69.3K
8.46K $1.41M
EXC
Exelon Corp

Utilities
-1.79K
- 11.45%
$36.22 - $40.97 $64.7K - $73.2K
13.8K $520K
SIVR
Abrdn Silver ETF Trust

ETFs
-351
- 0.73%
$27.61 - $33.22 $9.69K - $11.7K
47.5K $1.31M
AIG
American International Group, Inc.

Financial Services
-1.43K
- 8.99%
$70.0 - $79.22 $100K - $113K
14.5K $1.05M
BB
Blackberry LTD

Technology
-48K
- 78.5%
$2.25 - $3.96 $108K - $190K
13.2K $49K
AGNC
Agnc Investment Corp.

Real Estate
-2.05K
- 2.86%
$9.21 - $10.59 $18.9K - $21.7K
69.7K $641K
IYH
Ishares Tr

ETFs
-166
- 1.14%
$57.53 - $65.24 $9.55K - $10.8K
14.3K $836K
ROST
Ross Stores, Inc.

Consumer Cyclical
-732
- 16.46%
$138.59 - $156.61 $101K - $115K
3.72K $562K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-6.08K
- 19.63%
$12.12 - $13.1 $73.7K - $79.6K
24.9K $302K
WES
Western Midstream Partners, LP

Energy
-2.74K
- 15.28%
$35.7 - $40.71 $97.9K - $112K
15.2K $584K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-3.4K
- 6.26%
$33.92 - $36.6 $115K - $124K
50.9K $1.76M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-677
- 4.3%
$88.59 - $94.57 $60K - $64K
15.1K $1.34M
DNP
Dnp Select Income Fund Inc

Financial Services
-4.94K
- 11.84%
$8.82 - $9.96 $43.5K - $49.2K
36.7K $324K
AME
Ametek Inc

Industrials
-631
- 27.07%
$165.89 - $197.38 $105K - $125K
1.7K $306K
TWLO
Twilio Inc

Communication Services
-7.06K
- 45.13%
$63.73 - $114.96 $450K - $812K
8.58K $927K
IRT
Independence Realty Trust, Inc.

Real Estate
-2.59K
- 3.96%
$18.78 - $22.01 $48.5K - $56.9K
62.7K $1.24M
PARA
Paramount Global

Communication Services
-6.72K
- 5.61%
$10.27 - $11.57 $69K - $77.7K
113K $1.18M
JPIN
Jp Morgan Diversified Return I

ETFs
-818
- 12.33%
$53.56 - $59.9 $43.8K - $49K
5.82K $311K
FV
First Trust Dorsey Wright Focu

ETFs
-2.1K
- 4.55%
$57.47 - $62.82 $121K - $132K
44.1K $2.61M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.96K
- 18.52%
$40.15 - $42.9 $78.6K - $84K
8.62K $347K
WYNN
Wynn Resorts LTD

Consumer Cyclical
-415
- 8.68%
$84.3 - $106.41 $35K - $44.2K
4.37K $376K
VDC
Vanguard Consumer Staples ETF

ETFs
-208
- 4.43%
$210.96 - $223.62 $43.9K - $46.5K
4.49K $948K
DVY
Ishares Tr

ETFs
-364
- 4.87%
$129.55 - $143.41 $47.2K - $52.2K
7.11K $933K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-813
- 1.21%
$40.97 - $42.66 $33.3K - $34.7K
66.6K $2.76M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-877
- 5.93%
$124.61 - $133.96 $109K - $117K
13.9K $1.79M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-1.08K
- 8.15%
$46.52 - $48.32 $50.1K - $52K
12.1K $565K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.26K
- 11.61%
$22.65 - $23.8 $51.2K - $53.8K
17.2K $390K
XYL
Xylem Inc.

Industrials
-176
- 6.33%
$116.02 - $137.45 $20.4K - $24.2K
2.6K $302K
AG
First Majestic Silver Corp

Basic Materials
-10.5K
- 37.03%
$5.39 - $7.94 $56.8K - $83.6K
17.9K $98K
ON
On Semiconductor Corp

Technology
-372
- 7.38%
$63.05 - $74.7 $23.5K - $27.8K
4.67K $294K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-2.38K
- 6.91%
$36.71 - $37.55 $87.3K - $89.3K
32K $1.19M
NTR
Nutrien Ltd.

Basic Materials
-864
- 9.52%
$44.04 - $50.78 $38.1K - $43.9K
8.21K $367K
MANH
Manhattan Associates Inc

Technology
-152
- 5.99%
$263.36 - $309.78 $40K - $47.1K
2.38K $644K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-522
- 11.75%
$102.08 - $110.92 $53.3K - $57.9K
3.92K $401K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.92K
- 12.59%
$194.8 - $239.43 $375K - $461K
13.4K $3M
VALE
Vale S.A.

Basic Materials
-1.47K
- 8.07%
$8.74 - $11.78 $12.9K - $17.4K
16.8K $148K
AIQ
Global X Funds Global X Artifi

ETFs
-3.26K
- 7.78%
$36.57 - $40.57 $119K - $132K
38.7K $1.49M
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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