Number of Shares
86,876
Previous 86,282 0.69%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
N/A
594 Added 0.69%
86,876 $0
Q3 2024

Nov 13, 2024

BUY
N/A
278 Added 0.32%
86,282 $0
Q2 2024

Aug 12, 2024

BUY
N/A
11,115 Added 14.84%
86,004 $0
Q1 2024

May 02, 2024

BUY
N/A
4,033 Added 5.69%
74,889 $0
Q4 2023

Feb 05, 2024

BUY
N/A
21,064 Added 42.3%
70,856 $0
Q3 2023

Nov 07, 2023

BUY
N/A
27,536 Added 123.72%
49,792 $0
Q2 2023

Aug 08, 2023

BUY
N/A
5,097 Added 29.7%
22,256 $0
Q1 2023

May 12, 2023

BUY
N/A
6,250 Added 57.29%
17,159 $0
Q4 2022

Jan 31, 2023

BUY
N/A
10,909 New
10,909 $0
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.