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
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-5
- 1.75%
$1124.26 - $1344.96 $5.62K - $6.72K
281 $354K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-172
- 2.79%
$80.18 - $88.79 $13.8K - $15.3K
6K $483K
SAN
Banco Santander, S.A.

Financial Services
-2.57K
- 16.48%
$4.49 - $5.05 $11.5K - $13K
13K $59K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-324
- 1.72%
$23.42 - $24.25 $7.59K - $7.86K
18.6K $438K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-565
- 0.77%
$25.0 - $25.11 $14.1K - $14.2K
72.6K $1.82M
HBI
Hanesbrands Inc.

Consumer Cyclical
-3.55K
- 24.66%
$6.91 - $8.91 $24.6K - $31.7K
10.9K $88K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-195
- 1.87%
$19.51 - $21.41 $3.8K - $4.17K
10.2K $200K
QS
Quantum Scape Corp

Consumer Cyclical
-250
- 0.88%
$4.73 - $6.5 $1.18K - $1.63K
28.1K $146K
RVT
Royce Value Trust, Inc.

Financial Services
-1.1K
- 7.85%
$15.15 - $16.9 $16.7K - $18.6K
12.9K $204K
VLUE
Ishares Msci Usa Value Factor

ETFs
-26
- 0.67%
$104.01 - $115.38 $2.7K - $3K
3.83K $404K
SHYD
Vaneck Short High Yield Muni E

ETFs
-533
- 4.5%
$22.45 - $22.81 $12K - $12.2K
11.3K $254K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-45
- 0.47%
$22.12 - $24.37 $995 - $1.1K
9.59K $224K
UBS
Ubs Group Ag

Financial Services
-294
- 3.28%
$29.78 - $33.08 $8.76K - $9.73K
8.67K $262K
RGR
Sturm Ruger & CO Inc

Industrials
-361
- 4.52%
N/A
7.63K $316K
JKHY
Henry Jack & Associates Inc

Technology
-53
- 1.29%
$171.12 - $186.18 $9.07K - $9.87K
4.07K $713K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-374
- 5.66%
$47.96 - $55.17 $17.9K - $20.6K
6.23K $319K
FFWM
First Foundation Inc.

Financial Services
-2K
- 9.16%
$5.88 - $8.25 $11.8K - $16.5K
19.8K $123K
IFRA
Ishares Tr

ETFs
-170
- 3.22%
$45.94 - $51.71 $7.81K - $8.79K
5.12K $236K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-18
- 0.04%
$5.34 - $5.65 $96.1 - $102
51.2K $277K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-336
- 3.18%
$18.28 - $18.87 $6.14K - $6.34K
10.2K $187K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-98
- 1.29%
$60.1 - $66.4 $5.89K - $6.51K
7.5K $453K
HUBB
Hubbell Inc

Industrials
-11
- 1.87%
$418.89 - $472.12 $4.61K - $5.19K
576 $241K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-259
- 2.79%
$30.18 - $33.87 $7.82K - $8.77K
9.01K $277K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-3
- 0.11%
$105.45 - $117.99 $316 - $354
2.63K $279K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.81K
- 1.13%
$17.93 - $18.8 $50.3K - $52.7K
245K $4.46M
RIG
Transocean Ltd.

Energy
-87
- 0.83%
$3.47 - $4.67 $302 - $406
10.3K $38K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-22
- 0.19%
$20.08 - $20.61 $442 - $453
11.3K $227K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-79
- 1.52%
$60.51 - $65.57 $4.78K - $5.18K
5.11K $310K
AKAM
Akamai Technologies Inc

Technology
-52
- 1.48%
N/A
3.46K $314K
CSTE
Caesarstone Ltd.

Industrials
-500
- 4.76%
$3.83 - $5.01 $1.92K - $2.51K
10K $42K
IYY
Ishares Tr

ETFs
-144
- 3.24%
$138.14 - $149.13 $19.9K - $21.5K
4.3K $614K
FTC
First Tr Lge Cap Growth

ETFs
-339
- 4.98%
$130.13 - $149.09 $44.1K - $50.5K
6.47K $890K
XPL
Solitario Zinc Corp.

Basic Materials
-3K
- 22.07%
$0.56 - $0.72 $1.68K - $2.16K
10.6K $6K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
-300
- 2.62%
$31.55 - $32.84 $9.47K - $9.85K
11.1K $360K
DGX
Quest Diagnostics Inc

Healthcare
-12
- 0.86%
N/A
1.38K $188K
First Tr Exchng Traded Fd Vi
-900
- 3.22%
N/A
27K $0
First Tr Exchange Traded Fd
-272
- 1.21%
N/A
22.1K $0
First Tr Exchange Traded Fd
-5.36K
- 8.2%
N/A
60K $0
First Tr Exchng Traded Fd Vi
-556
- 0.76%
N/A
72.4K $0
American Centy ETF Tr
-2.36K
- 9.71%
N/A
21.9K $0
Fidelity Covington Trust
-52.4K
- 72.77%
N/A
19.6K $0
Capital Group Conservative E
-108
- 0.46%
N/A
23.3K $0
Atlassian Corporation
-17
- 0.36%
N/A
4.76K $0
Arm Holdings PLC
-217
- 4.87%
N/A
4.24K $0
Ark 21 Shares Bitcoin ETF
-919
- 15.79%
N/A
4.9K $0
Te Connectivity PLC
-855
- 16.39%
N/A
4.36K $0
Annaly Capital Management In
-1.34K
- 2.23%
N/A
58.6K $0
Tcw ETF Trust
-524
- 1.38%
N/A
37.4K $0
NVBT
Aim ETF Prods Tr Allianzim U S
-300
- 1.24%
N/A
23.8K $0
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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