Kestra Private Wealth Services, LLC ETF Ser Solutions Aam Transfor Transaction History
Kestra Private Wealth Services, LLC
- $5.67 Billion
- Q4 2024
A detailed history of Kestra Private Wealth Services, LLC transactions in ETF Ser Solutions Aam Transfor stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 29,047 shares of TRFM stock, worth $1.18 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
29,047
Previous 21,169
37.21%
Holding current value
$1.18 Million
Previous $737,000
49.53%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding TRFM
# of Institutions
13Shares Held
1.15MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC985KShares$40.2 Million0.02% of portfolio
-
Sea Crest Wealth Management, LLC Purchase, NY45.2KShares$1.84 Million0.19% of portfolio
-
Commonwealth Equity Services, LLC25.1KShares$1.02 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL20.2KShares$822,6200.0% of portfolio
-
Farmers & Merchants Trust CO Of Long Beach18KShares$734,3960.19% of portfolio