A detailed history of Kestra Private Wealth Services, LLC transactions in Xp Inc. stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 23,670 shares of XP stock, worth $286,880. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,670
Previous 20,740 14.13%
Holding current value
$286,880
Previous $364,000 16.48%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$15.95 - $20.0 $46,733 - $58,600
2,930 Added 14.13%
23,670 $424,000
Q2 2024

Aug 12, 2024

BUY
$17.07 - $25.33 $95,165 - $141,214
5,575 Added 36.76%
20,740 $364,000
Q1 2024

May 02, 2024

BUY
$23.64 - $26.3 $59,761 - $66,486
2,528 Added 20.0%
15,165 $389,000
Q4 2023

Feb 05, 2024

SELL
$19.56 - $26.78 $146,132 - $200,073
-7,471 Reduced 37.15%
12,637 $329,000
Q3 2023

Nov 07, 2023

SELL
$22.09 - $27.46 $38,856 - $48,302
-1,759 Reduced 8.04%
20,108 $463,000
Q2 2023

Aug 08, 2023

SELL
$10.83 - $24.52 $6,541 - $14,810
-604 Reduced 2.69%
21,867 $512,000
Q1 2023

May 12, 2023

BUY
$10.65 - $18.11 $239,316 - $406,949
22,471 New
22,471 $266,000

Others Institutions Holding XP

About XP Inc.


  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $5.42B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
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.