Kestra Investment Management, LLC PROFESIONALLY MANAGED PORTFO Transaction History

Kestra Investment Management, LLC

  • $2.61 Trillion
  • Q1 2025
Number of Shares
39,492
Previous 36,602 7.9%
Holding current value
$979 Million
Previous $895 Million 9.44%
% of portfolio
0.04%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
2,890 Added 7.9%
39,492 $979 Million
Q4 2024

Jan 31, 2025
BUY
N/A
36,602 New
36,602 $895 Million
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