Kestra Investment Management, LLC Sells in Q3 2024

Kestra Investment Management, LLC

  • $2.33 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
-352K
- 65.48%
$51.72 - $57.96 $18.2M - $20.4M
185K $10.7B
SCHP
Schwab Strategic Us Tips ETF

ETFs
-273K
- 98.64%
$51.58 - $53.79 $14.1M - $14.7M
3.75K $201M
VTV
Vanguard Value ETF

ETFs
-72.8K
- 93.09%
$159.75 - $174.57 $11.6M - $12.7M
5.4K $943M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-79.3K
- 54.18%
$102.5 - $112.27 $8.12M - $8.9M
67K $7.52B
CGGR
Capital Group Growth ETF Shs C

ETFs
-251K
- 18.61%
$30.71 - $34.79 $7.72M - $8.74M
1.1M $38.3B
SJNK
Spdr Bloomberg Short Term High

ETFs
-72.7K
- 51.07%
$24.8 - $25.75 $1.8M - $1.87M
69.6K $1.79B
SNPS
Synopsys Inc

Technology
-915
- 69.53%
$463.97 - $621.3 $425K - $568K
401 $203M
JPM
Jpmorgan Chase & CO

Financial Services
-3.72K
- 10.57%
$194.9 - $224.8 $725K - $836K
31.5K $6.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-548
- 56.79%
$434.77 - $502.96 $238K - $276K
417 $204M
GTES
Gates Industrial Corp PLC

Industrials
-13.8K
- 45.97%
$15.22 - $18.59 $210K - $256K
16.2K $285M
PG
Procter & Gamble CO

Consumer Defensive
-577
- 6.48%
$160.76 - $177.82 $92.8K - $103K
8.33K $1.44B
Fidelity Covington Trust
-13K
- 2.83%
N/A
445K $14.8B
META
Meta Platforms, Inc.

Communication Services
-516
- 3.47%
$453.41 - $572.44 $234K - $295K
14.3K $8.2B
TDIV
First Trust Nasdaq Technology

ETFs
-851
- 0.47%
$70.51 - $81.07 $60K - $69K
182K $14.6B
FDVV
Fidelity High Dividend ETF

ETFs
-4.31K
- 1.56%
$46.26 - $50.65 $200K - $218K
272K $13.8B
Activity Summary
Buys All Purchases 321 New Holdings 244 Increased Positions 77 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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