Number of Shares
179,282
Previous 62,635 186.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
N/A
116,647 Added 186.23%
179,282 $0
Q1 2024

May 15, 2024

BUY
N/A
22,551 Added 56.26%
62,635 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-14,905 Reduced 27.11%
40,084 $0
Q3 2023

Nov 09, 2023

SELL
N/A
-1,317 Reduced 2.34%
54,989 $0
Q2 2023

Aug 11, 2023

BUY
N/A
5,248 Added 10.28%
56,306 $0
Q1 2023

May 12, 2023

SELL
N/A
-15,102 Reduced 22.83%
51,058 $0
Q4 2022

Jan 31, 2023

SELL
N/A
-3,614 Reduced 5.18%
66,160 $0
Q3 2022

Nov 01, 2022

BUY
N/A
69,774 New
69,774 $2.05 Billion
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.