Kestra Private Wealth Services, LLC Amplify ETF Tr Trnsformational Transaction History

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Amplify ETF Tr Trnsformational stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 7,428 shares of BLOK stock, worth $294,520. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,428
Previous 7,028 5.69%
Holding current value
$294,520
Previous $303,000 9.9%
% of portfolio
0.0%
Previous 0.01%

Shares

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

May 05, 2025
BUY
$36.88 - $49.3 $14,752 - $19,720
400 Added 5.69%
7,428 $273,000
Q2 2024

Aug 12, 2024
SELL
$30.52 - $36.37 $13,001 - $15,493
-426 Reduced 5.72%
7,028 $249,000
Q1 2024

May 02, 2024
BUY
$26.16 - $36.44 $209 - $291
8 Added 0.11%
7,454 $271,000
Q4 2023

Feb 05, 2024
BUY
$19.12 - $32.16 $142,367 - $239,463
7,446 New
7,446 $222,000
Q1 2022

May 26, 2022
SELL
$29.45 - $40.6 $428,409 - $590,608
-14,547 Closed
0 $0
Q4 2021

Jan 21, 2022
SELL
$40.17 - $62.77 $148,307 - $231,746
-3,692 Reduced 20.24%
14,547 $0
Q3 2021

Oct 21, 2021
SELL
$40.4 - $52.59 $300,212 - $390,796
-7,431 Reduced 28.95%
18,239 $0
Q2 2021

Jul 30, 2021
BUY
$42.62 - $59.84 $116,608 - $163,722
2,736 Added 11.93%
25,670 $0
Q1 2021

May 11, 2021
BUY
$35.53 - $61.57 $814,845 - $1.41 Million
22,934 New
22,934 $0

Others Institutions Holding BLOK

# of Institutions
217
Shares Held
5.69M
Call Options Held
561K
Put Options Held
170K
View Full List

About AMPLIFY ETF TR TRNSFORMATIONAL

BLOK Quotes by TradingView
  • Ticker BLOK
  • Sector ETFs
  • Industry ETFs
More about BLOK
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth 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 Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email