Number of Shares
3,435
Previous 4,410 22.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
N/A
-975 Reduced 22.11%
3,435 $0
Q2 2024

Aug 12, 2024

SELL
N/A
-1,009 Reduced 18.62%
4,410 $0
Q1 2024

May 02, 2024

SELL
N/A
-259 Reduced 4.56%
5,419 $0
Q4 2023

Feb 05, 2024

BUY
N/A
2,804 Added 97.56%
5,678 $0
Q3 2023

Nov 07, 2023

BUY
N/A
201 Added 7.52%
2,874 $0
Q2 2023

Aug 08, 2023

BUY
N/A
2,673 New
2,673 $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.