A detailed history of Kestra Advisory Services, LLC transactions in Donoghue Forlines Risk Managed stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 7,790 shares of DFNV stock, worth $297,811. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,790
Previous 8,294 6.08%
Holding current value
$297,811
Previous $261,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$29.3 - $33.61 $14,767 - $16,939
-504 Reduced 6.08%
7,790 $261,000
Q2 2024

Aug 14, 2024

SELL
$0.0 - $31.57 $0 - $1,073
-34 Reduced 0.41%
8,294 $261,000
Q1 2024

May 15, 2024

SELL
$26.98 - $30.62 $61,001 - $69,231
-2,261 Reduced 21.35%
8,328 $253,000
Q4 2023

Feb 14, 2024

SELL
$23.6 - $28.12 $11,351 - $13,525
-481 Reduced 4.35%
10,589 $294,000
Q3 2023

Nov 09, 2023

SELL
$24.54 - $26.7 $4,957 - $5,393
-202 Reduced 1.79%
11,070 $275,000
Q2 2023

Aug 11, 2023

SELL
$22.34 - $25.43 $126,511 - $144,010
-5,663 Reduced 33.44%
11,272 $285,000
Q1 2023

May 12, 2023

SELL
$21.92 - $23.55 $574,523 - $617,245
-26,210 Reduced 60.75%
16,935 $397,000
Q4 2022

Jan 31, 2023

BUY
$21.56 - $23.2 $227,716 - $245,038
10,562 Added 32.42%
43,145 $951,000
Q3 2022

Nov 01, 2022

SELL
$21.8 - $25.31 $171,566 - $199,189
-7,870 Reduced 19.45%
32,583 $711 Million
Q2 2022

Aug 12, 2022

BUY
$21.03 - $27.18 $65,235 - $84,312
3,102 Added 8.3%
40,453 $892,000
Q1 2022

Apr 26, 2022

BUY
$23.88 - $29.22 $891,941 - $1.09 Million
37,351 New
37,351 $0

Others Institutions Holding DFNV

About DONOGHUE FORLINES RISK MANAGED


  • Ticker DFNV
  • Sector ETFs
  • Industry ETFs
More about DFNV
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