Kestra Private Wealth Services, LLC Sells in Q4 2024

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-2.64K
- 9.39%
$12.1 - $13.52 $31.9K - $35.6K
25.4K $311K
FTSL
First Trust Senior Ln Fund

ETFs
-1.47K
- 13.55%
$45.9 - $46.48 $67.4K - $68.3K
9.37K $433K
JPSE
J P Morgan Diversified Return

ETFs
-1.13K
- 13.49%
$46.77 - $51.7 $52.9K - $58.5K
7.26K $340K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-2.45K
- 4.98%
$25.35 - $25.53 $62K - $62.5K
46.6K $1.19M
AN
Autonation, Inc.

Consumer Cyclical
-15
- 0.23%
$155.47 - $182.16 $2.33K - $2.73K
6.44K $1.09M
AB
Alliancebernstein Holding L.P.

Financial Services
-2.1K
- 27.06%
$34.59 - $38.68 $72.5K - $81K
5.65K $209K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-528
- 3.82%
$99.0 - $99.5 $52.3K - $52.5K
13.3K $1.32M
TTEK
Tetra Tech Inc

Industrials
-441
- 7.68%
$39.8 - $50.52 $17.6K - $22.3K
5.3K $211K
GGT
Gabelli Multimedia Trust Inc.

Financial Services
-8.49K
- 20.49%
$4.46 - $5.12 $37.9K - $43.5K
32.9K $146K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-2.51K
- 5.66%
$19.8 - $20.06 $49.7K - $50.4K
41.8K $829K
CION
Cion Investment Corp

Financial Services
-3.61K
- 14.1%
$11.25 - $12.08 $40.6K - $43.6K
22K $250K
FIS
Fidelity National Information Services, Inc.

Technology
-307
- 3.41%
$80.14 - $90.95 $24.6K - $27.9K
8.71K $703K
CNP
Centerpoint Energy Inc

Utilities
-2.26K
- 25.4%
$28.58 - $32.66 $64.5K - $73.7K
6.63K $210K
USA
Liberty All Star Equity Fund

Financial Services
-3.02K
- 1.97%
$6.82 - $7.46 $20.6K - $22.6K
150K $1.04M
TLRY
Tilray Brands, Inc.

Healthcare
-20.8K
- 38.58%
$1.16 - $1.77 $24.1K - $36.8K
33.1K $44K
ZS
Zscaler, Inc.

Technology
-610
- 9.26%
$166.99 - $211.99 $102K - $129K
5.98K $1.08M
PRI
Primerica, Inc.

Financial Services
-230
- 9.42%
$265.71 - $304.93 $61.1K - $70.1K
2.21K $600K
OHI
Omega Healthcare Investors Inc

Real Estate
-339
- 2.88%
$37.51 - $42.56 $12.7K - $14.4K
11.4K $432K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-1.58K
- 14.73%
$23.63 - $26.47 $37.2K - $41.7K
9.12K $216K
IBRX
Immunity Bio, Inc.

Healthcare
-2.9K
- 8.87%
$2.56 - $6.17 $7.42K - $17.9K
29.8K $76K
VTRS
Viatris Inc

Healthcare
-5.05K
- 23.7%
$11.32 - $13.37 $57.2K - $67.5K
16.3K $202K
CHKP
Check Point Software Technologies LTD

Technology
-195
- 13.1%
$170.18 - $209.01 $33.2K - $40.8K
1.29K $241K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-331
- 7.17%
$47.92 - $55.17 $15.9K - $18.3K
4.29K $206K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-586
- 3.9%
$50.62 - $52.07 $29.7K - $30.5K
14.5K $737K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-782
- 22.24%
$110.69 - $154.48 $86.6K - $121K
2.73K $347K
NDAQ
Nasdaq, Inc.

Financial Services
-834
- 15.18%
$70.87 - $83.05 $59.1K - $69.3K
4.66K $360K
PATH
Ui Path, Inc.

Technology
-2.66K
- 3.49%
$11.95 - $15.5 $31.8K - $41.3K
73.6K $935K
HDV
Ishares Core High Dividend ETF

ETFs
-125
- 2.63%
$110.82 - $121.28 $13.9K - $15.2K
4.62K $518K
VIS
Vanguard Industrial ETF

ETFs
-118
- 6.62%
$254.39 - $279.7 $30K - $33K
1.67K $423K
VVR
Invesco Senior Income Trust

Financial Services
-3.61K
- 1.68%
$3.83 - $4.07 $13.8K - $14.7K
211K $832K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-343
- 1.62%
$47.98 - $49.47 $16.5K - $17K
20.8K $1M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-1.91K
- 10.23%
$28.37 - $30.25 $54.2K - $57.8K
16.8K $498K
IYK
Ishares U.S. Consumer Staples

ETFs
-254
- 7.08%
$65.32 - $70.92 $16.6K - $18K
3.34K $218K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-608
- 11.62%
$45.38 - $46.88 $27.6K - $28.5K
4.63K $210K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-900
- 9.28%
$44.57 - $46.43 $40.1K - $41.8K
8.8K $401K
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
-964
- 10.56%
$27.35 - $29.08 $26.4K - $28K
8.16K $223K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-147
- 1.22%
$21.0 - $23.52 $3.09K - $3.46K
11.9K $253K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-102
- 3.61%
$103.53 - $112.72 $10.6K - $11.5K
2.72K $283K
IVZ
Invesco Ltd.

Financial Services
-1.57K
- 2.55%
$16.78 - $18.63 $26.4K - $29.3K
60.1K $1.05M
ING
Ing Groep Nv

Financial Services
-10
- 0.08%
$15.1 - $17.73 $151 - $177
12.2K $190K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-234
- 10.84%
$101.77 - $113.02 $23.8K - $26.4K
1.93K $203K
YYY
Amplify ETF Tr High Income ETF

ETFs
-279
- 0.85%
$11.52 - $12.3 $3.21K - $3.43K
32.5K $374K
PDI
Pimco Dynamic Income Fund

Financial Services
-208
- 1.54%
$18.33 - $20.85 $3.81K - $4.34K
13.3K $243K
DRIV
Global X Fds Global X Autonomo

ETFs
-1K
- 8.46%
$22.45 - $24.22 $22.5K - $24.2K
10.8K $248K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-461
- 13.39%
N/A
2.98K $193K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-617
- 4.13%
$23.75 - $25.68 $14.7K - $15.8K
14.3K $344K
SGOL
Abrdn Gold ETF Trust

ETFs
-703
- 1.1%
$24.46 - $26.62 $17.2K - $18.7K
63.1K $1.58M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
-2.19K
- 18.37%
$19.51 - $23.42 $42.7K - $51.3K
9.73K $214K
MAA
Mid America Apartment Communities Inc.

Real Estate
-101
- 6.64%
$149.17 - $165.2 $15.1K - $16.7K
1.42K $219K
Activity Summary
Buys All Purchases 978 New Holdings 149 Increased Positions 829 Sells All Sells 381 Reductions 381 Sold out 0 Options Calls 5 Puts 1
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