A detailed history of Kestra Advisory Services, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 40,560 shares of CWS stock, worth $2.85 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
40,560
Previous 36,092 12.38%
Holding current value
$2.85 Million
Previous $2.24 Million 24.25%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$61.66 - $68.72 $275,496 - $307,040
4,468 Added 12.38%
40,560 $2.79 Million
Q2 2024

Aug 14, 2024

BUY
$59.74 - $64.0 $2.16 Million - $2.31 Million
36,092 New
36,092 $2.24 Million

Others Institutions Holding CWS

About ADVISORSHARES TR ADVISORSHARES


  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
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.