Number of Shares
64,804
Previous 69,845 7.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

SELL
N/A
-5,041 Reduced 7.22%
64,804 $0
Q4 2024

Feb 10, 2025

SELL
N/A
-10,086 Reduced 12.62%
69,845 $0
Q3 2024

Nov 13, 2024

SELL
N/A
-20,017 Reduced 20.03%
79,931 $0
Q2 2024

Aug 14, 2024

BUY
N/A
99,948 New
99,948 $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.