Kestra Advisory Services, LLC Global X Fds Global X Autonomo Transaction History

Kestra Advisory Services, LLC

$17.3 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$22.32 - $24.98 $28,279 - $31,649	-1,267 Reduced 11.9%	9,379 $220,000
Q1 2024 May 15, 2024	BUY	$22.49 - $24.7 $48,870 - $53,673	2,173 Added 25.65%	10,646 $262,000
Q4 2023 Feb 14, 2024	BUY	$20.79 - $25.09 $176,153 - $212,587	8,473 New	8,473 $209,000
Q2 2023 Aug 11, 2023	BUY	$21.82 - $26.45 $7,135 - $8,649	327 Added 2.17%	15,367 $400,000
Q1 2023 May 12, 2023	SELL	$19.92 - $24.93 $25,676 - $32,134	-1,289 Reduced 7.89%	15,040 $358,000
Q4 2022 Jan 31, 2023	SELL	$19.39 - $23.39 $160,646 - $193,786	-8,285 Reduced 33.66%	16,329 $324,000
Q3 2022 Nov 01, 2022	BUY	$20.12 - $26.11 $121,846 - $158,122	6,056 Added 32.63%	24,614 $495 Million
Q2 2022 Aug 12, 2022	SELL	$21.47 - $28.3 $36,885 - $48,619	-1,718 Reduced 8.47%	18,558 $398,000
Q1 2022 Apr 26, 2022	BUY	$23.97 - $31.55 $173,279 - $228,074	7,229 Added 55.41%	20,276 $558,000
Q4 2021 Jan 20, 2022	SELL	$26.95 - $32.11 $14,499 - $17,275	-538 Reduced 3.96%	13,047 $398,000
Q3 2021 Oct 19, 2021	SELL	$26.72 - $29.15 $441,254 - $481,383	-16,514 Reduced 54.87%	13,585 $372,000
Q2 2021 Jul 28, 2021	SELL	$25.55 - $28.58 $149,339 - $167,050	-5,845 Reduced 16.26%	30,099 $852,000
Q1 2021 May 10, 2021	BUY	$24.01 - $28.34 $863,015 - $1.02 Million	35,944 New	35,944 $953,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$7.98 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$4.94 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.9 Million
0.15% of portfolio

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