Number of Shares
10,228
Previous 6,403 59.74%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
N/A
3,825 Added 59.74%
10,228 $0
Q1 2025

May 14, 2025

SELL
N/A
-1,315 Reduced 17.04%
6,403 $0
Q4 2024

Feb 10, 2025

BUY
N/A
7,718 New
7,718 $0
Q2 2024

Aug 14, 2024

BUY
N/A
875 Added 12.42%
7,922 $0
Q1 2024

May 15, 2024

BUY
N/A
7,047 New
7,047 $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.