Kestra Advisory Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Number of Shares
807,188
Previous 672,732 19.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
N/A
134,456 Added 19.99%
807,188 $0
Q1 2025

May 14, 2025
SELL
N/A
-33,122 Reduced 4.69%
672,732 $0
Q4 2024

Feb 10, 2025
BUY
N/A
130,605 Added 22.7%
705,854 $0
Q3 2024

Nov 13, 2024
BUY
N/A
343,923 Added 148.67%
575,249 $0
Q2 2024

Aug 14, 2024
BUY
N/A
94,062 Added 68.53%
231,326 $0
Q1 2024

May 15, 2024
BUY
N/A
3,225 Added 2.41%
137,264 $0
Q4 2023

Feb 14, 2024
BUY
N/A
134,039 New
134,039 $0
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