Kestra Advisory Services, LLC Sells in Q3 2024

Kestra Advisory Services, LLC

  • $17.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-7.51K
- 7.4%
$488.01 - $604.18 $3.66M - $4.53M
93.9K $54.9M
ICF
Ishares Tr

ETFs
-20.4K
- 3.63%
$56.77 - $67.33 $1.16M - $1.37M
542K $35.7M
BX
Blackstone Inc.

Financial Services
-14.1K
- 7.22%
$120.77 - $159.66 $1.7M - $2.25M
181K $27.8M
FVD
First Tr Value Line Divid Inde

ETFs
-24.7K
- 2.46%
$40.45 - $45.49 $1M - $1.13M
981K $44.6M
DE
Deere & CO

Industrials
-406
- 0.46%
$344.84 - $418.0 $140K - $170K
87.3K $36.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-30.8K
- 2.09%
$57.32 - $62.65 $1.77M - $1.93M
1.45M $90.1M
SBUX
Starbucks Corp

Consumer Cyclical
-2.45K
- 1.2%
$72.51 - $98.6 $177K - $241K
202K $19.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.89K
- 0.89%
$58.03 - $65.37 $574K - $646K
1.1M $71.3M
PM
Philip Morris International Inc.

Consumer Defensive
-14.5K
- 4.67%
$101.25 - $127.45 $1.46M - $1.84M
295K $35.8M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.06K
- 0.3%
$64.57 - $71.76 $133K - $147K
678K $48.6M
META
Meta Platforms, Inc.

Communication Services
-6.05K
- 4.49%
$453.41 - $572.44 $2.74M - $3.46M
129K $73.7M
NEE
Nextera Energy Inc

Utilities
-3.4K
- 0.75%
$69.9 - $84.97 $237K - $289K
450K $38.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-4.24K
- 2.86%
$245.82 - $304.51 $1.04M - $1.29M
144K $43.8M
ABBV
Abb Vie Inc.

Healthcare
-17.7K
- 4.75%
$163.84 - $199.33 $2.9M - $3.52M
355K $70.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-40.1K
- 14.12%
$191.76 - $263.26 $7.68M - $10.5M
244K $63.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-16.8K
- 1.62%
$117.9 - $128.2 $1.98M - $2.15M
1.02M $130M
CAT
Caterpillar Inc

Industrials
-3.61K
- 2.24%
$316.8 - $391.12 $1.14M - $1.41M
157K $61.6M
LMT
Lockheed Martin Corp

Industrials
-3.78K
- 4.27%
$460.3 - $584.56 $1.74M - $2.21M
84.7K $49.5M
WMT
Walmart Inc.

Consumer Defensive
-19.2K
- 2.35%
$66.91 - $81.4 $1.28M - $1.56M
799K $64.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-18.4K
- 1.54%
$105.53 - $118.34 $1.94M - $2.17M
1.17M $137M
RDVY
First Trust Rising Dividend Ac

ETFs
-19K
- 0.74%
$53.68 - $59.24 $1.02M - $1.12M
2.53M $150M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9.47K
- 1.8%
$405.19 - $478.57 $3.84M - $4.53M
518K $238M
AAPL
Apple Inc.

Technology
-148K
- 5.55%
$207.23 - $234.82 $30.7M - $34.8M
2.52M $587M
PH
Parker Hannifin Corp

Industrials
-936
- 0.15%
$501.01 - $635.92 $469K - $595K
619K $391M
Activity Summary
Buys All Purchases 952 New Holdings 158 Increased Positions 794 Sells All Sells 1525 Reductions 1525 Sold out 0 Options Calls 8 Puts 5
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