Kestra Private Wealth Services, LLC Reduced Holdings in Q3 2024

Kestra Private Wealth Services, LLC

  • $5.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FVD
First Tr Value Line Divid Inde

ETFs
-19K
- 5.2%
$40.45 - $45.49 $768K - $864K
346K $15.7M
MDT
Medtronic PLC

Healthcare
-2.02K
- 2.03%
$76.84 - $91.03 $155K - $184K
97.3K $8.76M
FTCS
First Trust Capital Strength E

ETFs
-3.67K
- 1.91%
$83.58 - $90.94 $307K - $334K
188K $17.1M
LOW
Lowes Companies Inc

Consumer Cyclical
-2K
- 6.2%
$213.3 - $270.78 $426K - $541K
30.2K $8.18M
AFL
Aflac Inc

Financial Services
-602
- 1.14%
$88.52 - $111.8 $53.3K - $67.3K
52.2K $5.84M
BMY
Bristol Myers Squibb CO

Healthcare
-10.1K
- 5.84%
$39.66 - $51.75 $401K - $523K
163K $8.43M
BX
Blackstone Inc.

Financial Services
-1.74K
- 3.03%
$120.77 - $159.66 $210K - $277K
55.5K $8.5M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.72K
- 6.96%
$245.82 - $304.51 $913K - $1.13M
49.7K $15.1M
LMT
Lockheed Martin Corp

Industrials
-4.53K
- 11.35%
$460.3 - $584.56 $2.09M - $2.65M
35.4K $20.7M
ACN
Accenture PLC

Technology
-84
- 0.19%
$295.44 - $355.81 $24.8K - $29.9K
43.3K $15.3M
RTX
Raytheon Technologies Corp

Industrials
-9.81K
- 5.88%
$99.55 - $123.34 $976K - $1.21M
157K $19M
ORCL
Oracle Corp

Technology
-633
- 0.73%
$125.9 - $170.35 $79.7K - $108K
86K $14.6M
HD
Home Depot, Inc.

Consumer Cyclical
-7.21K
- 8.19%
$333.64 - $405.2 $2.41M - $2.92M
80.8K $32.7M
IBM
International Business Machines Corp

Technology
-3.07K
- 4.41%
$175.1 - $223.38 $538K - $687K
66.7K $14.7M
RDVY
First Trust Rising Dividend Ac

ETFs
-6.48K
- 0.93%
$53.68 - $59.24 $348K - $384K
692K $41M
Activity Summary
Buys All Purchases 740 New Holdings 132 Increased Positions 608 Sells All Sells 566 Reductions 566 Sold out 0 Options Calls 1 Puts 0
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