Number of Shares
11,941
Previous 13,825 13.63%
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
Q2 2025

Aug 14, 2025

SELL
N/A
-1,884 Reduced 13.63%
11,941 $0
Q1 2025

May 14, 2025

SELL
N/A
-2,670 Reduced 16.19%
13,825 $0
Q4 2024

Feb 10, 2025

BUY
N/A
4,095 Added 33.02%
16,495 $0
Q3 2024

Nov 13, 2024

BUY
N/A
12,400 New
12,400 $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.