Kestra Private Wealth Services, LLC Invesco Dwa Industrials Moment Transaction History

Kestra Private Wealth Services, LLC

$4.36 Billion
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	N/A	-5,769 Closed	0 $0
Q1 2021 May 11, 2021	BUY	N/A	606 Added 11.74%	5,769 $0
Q4 2020 Jan 21, 2021	BUY	N/A	5,163 New	5,163 $477 Million

Others Institutions Holding PRN

# of Institutions

72

Shares Held

806K

Call Options Held

2K

Put Options Held

5K

Wells Fargo & Company San Francisco, CA

130K
Shares

$18.6 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$16.2 Million
1.61% of portfolio
Janney Montgomery Scott LLC

65.2K
Shares

$9.31 Million
0.03% of portfolio
Morgan Stanley New York, NY

63K
Shares

$9 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

46.3K
Shares

$6.6 Million
0.0% of portfolio

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