Number of Shares
38,298
Previous 154,472 75.21%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
N/A
-116,174 Reduced 75.21%
38,298 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-76,852 Reduced 33.22%
154,472 $0
Q3 2023

Nov 09, 2023

BUY
N/A
231,324 New
231,324 $0
Track This Portfolio

Track Kestra Advisory Services, LLC Portfolio

Follow Kestra Advisory 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 Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.