Number of Shares
90,177
Previous 74,687 20.74%
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 2025

Aug 14, 2025

BUY
N/A
15,490 Added 20.74%
90,177 $0
Q1 2025

May 14, 2025

SELL
N/A
-24,887 Reduced 24.99%
74,687 $0
Q4 2024

Feb 10, 2025

BUY
N/A
12,325 Added 14.13%
99,574 $0
Q3 2024

Nov 13, 2024

SELL
N/A
-17,185 Reduced 16.46%
87,249 $0
Q2 2024

Aug 14, 2024

BUY
N/A
12,525 Added 13.63%
104,434 $0
Q1 2024

May 15, 2024

BUY
N/A
19,885 Added 27.61%
91,909 $0
Q4 2023

Feb 14, 2024

BUY
N/A
38,694 Added 116.09%
72,024 $0
Q3 2023

Nov 09, 2023

BUY
N/A
33,330 New
33,330 $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.