Kestra Advisory Services, LLC WISDOMTREE TR Transaction History

Kestra Advisory Services, LLC

  • $19.6 Billion
  • Q1 2025
Number of Shares
251,239
Previous 209,217 20.09%
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
Q1 2025

May 14, 2025
BUY
N/A
42,022 Added 20.09%
251,239 $0
Q4 2024

Feb 10, 2025
BUY
N/A
16,130 Added 8.35%
209,217 $0
Q3 2024

Nov 13, 2024
BUY
N/A
59,358 Added 44.39%
193,087 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-4,636 Reduced 3.35%
133,729 $0
Q1 2024

May 15, 2024
BUY
N/A
20,058 Added 16.95%
138,365 $0
Q4 2023

Feb 14, 2024
BUY
N/A
19,479 Added 19.71%
118,307 $0
Q3 2023

Nov 09, 2023
BUY
N/A
98,828 New
98,828 $0
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