Number of Shares
9,529
Previous 8,744 8.98%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
N/A
785 Added 8.98%
9,529 $0
Q4 2023

Feb 14, 2024

BUY
N/A
1,009 Added 13.04%
8,744 $0
Q3 2023

Nov 09, 2023

BUY
N/A
2,457 Added 46.55%
7,735 $0
Q2 2023

Aug 11, 2023

BUY
N/A
491 Added 10.26%
5,278 $0
Q1 2023

May 12, 2023

SELL
N/A
-238 Reduced 4.74%
4,787 $0
Q4 2022

Jan 31, 2023

BUY
N/A
1,634 Added 48.19%
5,025 $0
Q3 2022

Nov 01, 2022

BUY
N/A
2,378 Added 234.75%
3,391 $4.08 Billion
Q2 2022

Aug 12, 2022

BUY
N/A
249 Added 32.59%
1,013 $1.23 Million
Q1 2022

Apr 26, 2022

SELL
N/A
-21 Reduced 2.68%
764 $0
Q4 2021

Jan 20, 2022

BUY
N/A
785 New
785 $0
Q4 2020

Jan 20, 2021

SELL
N/A
-66 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
N/A
66 New
66 $5.81 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.