Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 12, 2022

SELL
N/A
-238,626 Closed
0 $0
Q1 2022

May 26, 2022

SELL
N/A
-22,405 Reduced 8.58%
238,626 $0
Q4 2021

Jan 21, 2022

SELL
N/A
-3,687 Reduced 1.39%
261,031 $0
Q3 2021

Oct 21, 2021

BUY
N/A
18,375 Added 7.46%
264,718 $0
Q2 2021

Jul 30, 2021

BUY
N/A
57,999 Added 30.79%
246,343 $0
Q1 2021

May 11, 2021

BUY
N/A
20,288 Added 12.07%
188,344 $0
Q4 2020

Jan 21, 2021

BUY
N/A
168,056 New
168,056 $5.6 Billion

About ALPHA ARCH ETF TR MERLYN AI BU


  • Ticker WIZ
More about WIZ
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.