Number of Shares
19,502
Previous 18,757 3.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 28, 2025

BUY
N/A
745 Added 3.97%
19,502 $0
Q3 2024

Nov 13, 2024

BUY
N/A
11,368 Added 153.85%
18,757 $0
Q2 2024

Aug 12, 2024

BUY
N/A
2,122 Added 40.29%
7,389 $0
Q1 2024

May 02, 2024

SELL
N/A
-686 Reduced 11.52%
5,267 $0
Q4 2023

Feb 05, 2024

SELL
N/A
-91 Reduced 1.51%
5,953 $0
Q3 2023

Nov 07, 2023

BUY
N/A
770 Added 14.6%
6,044 $0
Q2 2023

Aug 08, 2023

BUY
N/A
5,274 New
5,274 $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.