Kestra Private Wealth Services, LLC First Tr Exchange Traded Fd Vi Transaction History
Kestra Private Wealth Services, LLC
- $7.43 Billion
- Q4 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 9,140 shares of AFSM stock, worth $290,195. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9,140
Previous 9,136
0.04%
Holding current value
$290,195
Previous $298,000
2.68%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding AFSM
# of Institutions
35Shares Held
2.21MCall Options Held
0Put Options Held
0-
James J. Burns & Company, LLC Melville, NY526KShares$16.7 Million2.36% of portfolio
-
Cwm, LLC336KShares$10.7 Million0.03% of portfolio
-
Envestnet Asset Management Inc293KShares$9.29 Million0.0% of portfolio
-
Truist Financial Corp285KShares$9.03 Million0.01% of portfolio
-
Federation Des Caisses Desjardins Du Quebec Levis, A8127KShares$4.04 Million0.02% of portfolio