Kestra Private Wealth Services, LLC Pacer Fds Tr Cash Cows Fd Fds Transaction History

Kestra Private Wealth Services, LLC

$5.67 Billion
Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Pacer Fds Tr Cash Cows Fd Fds stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 13,700 shares of HERD stock, worth $535,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,700

Previous 13,382 2.38%

Holding current value

$535,807

Previous $535,000 2.99%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$37.83 - $40.57 $12,029 - $12,901	318 Added 2.38%	13,700 $519,000
Q3 2024 Nov 13, 2024	SELL	$36.53 - $40.04 $25,717 - $28,188	-704 Reduced 5.0%	13,382 $535,000
Q2 2024 Aug 12, 2024	SELL	$37.17 - $39.26 $11,597 - $12,249	-312 Reduced 2.17%	14,086 $523,000
Q1 2024 May 02, 2024	BUY	$35.51 - $39.29 $17,683 - $19,566	498 Added 3.58%	14,398 $565,000
Q4 2023 Feb 05, 2024	BUY	$33.03 - $38.05 $459,117 - $528,895	13,900 New	13,900 $524,000

Others Institutions Holding HERD

# of Institutions

Shares Held

1.62M

Call Options Held

Put Options Held

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About PACER FDS TR CASH COWS FD FDS

Ticker HERD
Sector ETFs
Industry ETFs

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Kestra Private Wealth Services, LLC Pacer Fds Tr Cash Cows Fd Fds Transaction History