Kestra Private Wealth Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Number of Shares
190,043
Previous 112,683 68.65%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 28, 2025
BUY
N/A
77,360 Added 68.65%
190,043 $0
Q3 2024

Nov 13, 2024
BUY
N/A
95,660 Added 561.95%
112,683 $0
Q2 2024

Aug 12, 2024
BUY
N/A
17,023 New
17,023 $0
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