Kestra Private Wealth Services, LLC First Tr ETF Iii Enhanced Shor Transaction History

Kestra Private Wealth Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$19.9 - $20.12 $44,317 - $44,807	-2,227 Reduced 9.12%	22,193 $445,000
Q3 2023 Nov 07, 2023	SELL	$19.91 - $20.0 $191,633 - $192,500	-9,625 Reduced 28.27%	24,420 $486,000
Q2 2023 Aug 08, 2023	SELL	$19.9 - $20.0 $986,980 - $991,940	-49,597 Reduced 59.3%	34,045 $680,000
Q1 2023 May 12, 2023	BUY	$19.89 - $20.01 $8,174 - $8,224	411 Added 0.49%	83,642 $1.67 Million
Q4 2022 Jan 31, 2023	BUY	$19.8 - $19.98 $226,413 - $228,471	11,435 Added 15.93%	83,231 $1.66 Million
Q3 2022 Nov 14, 2022	BUY	$19.82 - $20.02 $1.42 Million - $1.44 Million	71,796 New	71,796 $1.42 Million

7.21M

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

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