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
Kenvue Inc
-7.07K
- 12.32%
N/A
50.3K $0
First Tr Exchange Traded Fd
-3.98K
- 5.73%
N/A
65.4K $0
Ishares Bitcoin Trust ETF
-1.45K
- 10.79%
N/A
12K $0
Ge Vernova Inc
-745
- 9.92%
N/A
6.77K $0
Jacobs Solutions Inc
-69
- 1.39%
N/A
4.88K $0
First Tr Exchng Traded Fd Vi
-2.22K
- 13.68%
N/A
14K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-2K
- 7.39%
N/A
25.1K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-500
- 1.41%
N/A
34.9K $0
Cava Group Inc
-151
- 3.93%
N/A
3.69K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-673
- 2.16%
N/A
30.4K $0
Labcorp Holdings Inc
-1.77K
- 57.39%
N/A
1.31K $0
First Tr Exchng Traded Fd Vi
-350
- 2.89%
N/A
11.8K $0
Ea Series Trust
-7.25K
- 62.89%
N/A
4.28K $0
FJAN
First Exc Trd Viii Cboe Vest U
-255
- 1.86%
N/A
13.4K $0
Calamos ETF Tr
-1.83K
- 5.53%
N/A
31.3K $0
First Tr Exchng Traded Fd Vi
-11.5K
- 13.59%
N/A
72.9K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-43
- 0.22%
N/A
19.4K $0
FTGS
First Tr Exchange Traded Fd Gr
-57.6K
- 19.39%
N/A
239K $0
LNG
Cheniere Energy, Inc.

Energy
-26
- 2.11%
$172.24 - $186.09 $4.48K - $4.84K
1.2K $216K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-206
- 5.31%
$138.82 - $162.76 $28.6K - $33.5K
3.68K $598K
IYY
Ishares Tr

ETFs
-238
- 5.09%
$125.77 - $139.59 $29.9K - $33.2K
4.44K $619K
AG
First Majestic Silver Corp

Basic Materials
-99
- 0.35%
$4.62 - $6.84 $457 - $677
28.4K $170K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-175
- 4.1%
$91.37 - $101.65 $16K - $17.8K
4.09K $415K
ING
Ing Groep Nv

Financial Services
-572
- 4.48%
$16.55 - $18.66 $9.47K - $10.7K
12.2K $221K
ARKW
Ark Next Generation Internet E

ETFs
-618
- 7.86%
$68.06 - $85.67 $42.1K - $52.9K
7.24K $616K
TIP
Ishares Tr Tips Bd ETF

ETFs
-256
- 2.94%
$105.92 - $110.83 $27.1K - $28.4K
8.45K $933K
WEN
Wendy'S CO

Consumer Cyclical
-809
- 2.53%
$15.83 - $18.24 $12.8K - $14.8K
31.2K $547K
PPG
Ppg Industries Inc

Basic Materials
-609
- 4.71%
$118.32 - $134.55 $72.1K - $81.9K
12.3K $1.63M
PL
Planet Labs Pbc

Industrials
-2K
- 9.3%
$1.77 - $2.84 $3.54K - $5.68K
19.5K $43K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-80
- 0.43%
$7.86 - $8.77 $629 - $702
18.4K $160K
OMC
Omnicom Group Inc.

Communication Services
-723
- 12.6%
$87.69 - $103.9 $63.4K - $75.1K
5.02K $518K
FYX
First Tr Small Cap Core Alphad

ETFs
-230
- 7.42%
$89.32 - $100.62 $20.5K - $23.1K
2.87K $285K
FTV
Fortive Corp

Technology
-281
- 5.02%
$67.01 - $79.2 $18.8K - $22.3K
5.31K $419K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-57
- 0.3%
$13.41 - $14.43 $764 - $823
19K $273K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-323
- 6.54%
$48.71 - $54.57 $15.7K - $17.6K
4.62K $250K
FTLS
First Tr Long/Short Equity ETF

ETFs
-242
- 0.96%
$60.73 - $63.8 $14.7K - $15.4K
24.9K $1.58M
SKYY
First Trust Cloud Computing Et

ETFs
-539
- 5.82%
$86.45 - $102.48 $46.6K - $55.2K
8.73K $892K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-175
- 5.63%
$64.57 - $71.76 $11.3K - $12.6K
2.93K $210K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-952
- 3.72%
$11.52 - $12.52 $11K - $11.9K
24.6K $304K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-116
- 3.37%
$75.47 - $83.18 $8.75K - $9.65K
3.33K $276K
VGLT
Vanguard Long Term Treasury Et

ETFs
-597
- 5.01%
$56.52 - $63.23 $33.7K - $37.7K
11.3K $696K
IAK
Ishares Tr

ETFs
-479
- 10.79%
$112.0 - $130.47 $53.6K - $62.5K
3.96K $511K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-74
- 0.39%
$26.36 - $28.69 $1.95K - $2.12K
18.7K $534K
SAP
Sap Se

Technology
-73
- 7.13%
$197.21 - $231.0 $14.4K - $16.9K
951 $217K
MTD
Mettler Toledo International Inc

Healthcare
-8
- 3.49%
$1308.0 - $1521.03 $10.5K - $12.2K
221 $331K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-1.56K
- 8.0%
$37.61 - $41.72 $58.6K - $65K
17.9K $748K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-704
- 5.0%
$36.53 - $40.04 $25.7K - $28.2K
13.4K $535K
RDNT
Rad Net, Inc.

Healthcare
-373
- 10.43%
$55.28 - $71.1 $20.6K - $26.5K
3.2K $222K
GMRE
Global Medical Reit Inc.

Real Estate
-1.34K
- 4.12%
$8.89 - $10.16 $11.9K - $13.6K
31.2K $308K
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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