Kestra Advisory Services, LLC DIMENSIONAL ETF TRUST Transaction History

Kestra Advisory Services, LLC

  • $19 Billion
  • Q2 2025
Number of Shares
33,181
Previous 21,443 54.74%
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
11,738 Added 54.74%
33,181 $0
Q1 2025

May 14, 2025
SELL
N/A
-20 Reduced 0.09%
21,443 $0
Q4 2024

Feb 10, 2025
BUY
N/A
994 Added 4.86%
21,463 $0
Q3 2024

Nov 13, 2024
BUY
N/A
8,032 Added 64.58%
20,469 $0
Q2 2024

Aug 14, 2024
BUY
N/A
6,138 Added 97.44%
12,437 $0
Q1 2024

May 15, 2024
BUY
N/A
1,711 Added 37.29%
6,299 $0
Q4 2023

Feb 14, 2024
BUY
N/A
4,588 New
4,588 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email