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
FCOM
Fidelity Covington Tr Msci Com

ETFs
-568
- 1.81%
$54.65 - $61.96 $31K - $35.2K
30.8K $1.81M
CTRA
Coterra Energy Inc.

Energy
-683
- 1.11%
$22.71 - $27.63 $15.5K - $18.9K
60.9K $1.55M
WHR
Whirlpool Corp

Consumer Cyclical
-189
- 1.34%
$99.28 - $124.45 $18.8K - $23.5K
13.9K $1.59M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-1.17K
- 3.39%
$63.19 - $73.31 $74.2K - $86.1K
33.5K $2.3M
EQT
Eqt Corp

Energy
-238
- 2.23%
$35.62 - $46.89 $8.48K - $11.2K
10.5K $481K
FCNCA
First Citizens Bancshares Inc

Financial Services
-12
- 2.85%
$1818.92 - $2353.08 $21.8K - $28.2K
409 $864K
SMR
Nuscale Power Corp

Industrials
-800
- 4.83%
$11.69 - $30.21 $9.35K - $24.2K
15.8K $282K
FDX
Fedex Corp

Industrials
-62
- 0.43%
$260.5 - $305.15 $16.2K - $18.9K
14.4K $4.06M
COF
Capital One Financial Corp

Financial Services
-458
- 7.25%
$145.19 - $192.01 $66.5K - $87.9K
5.86K $1.05M
BMA
Macro Bank Inc.

Financial Services
-64
- 1.95%
$65.0 - $106.83 $4.16K - $6.84K
3.21K $310K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-12.9K
- 13.75%
$45.39 - $62.98 $588K - $815K
81.2K $4.61M
USLM
United States Lime & Minerals Inc

Basic Materials
-28
- 0.64%
$91.63 - $157.45 $2.57K - $4.41K
4.38K $581K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-90
- 0.42%
$178.39 - $215.0 $16.1K - $19.4K
21.2K $4.08M
GEO
Geo Group Inc

Real Estate
-15.9K
- 39.72%
$12.83 - $29.2 $204K - $464K
24.1K $675K
GM
General Motors CO

Consumer Cyclical
-1.96K
- 6.18%
$44.82 - $60.2 $87.7K - $118K
29.7K $1.58M
PAYC
Paycom Software, Inc.

Technology
-36
- 0.67%
$159.94 - $240.25 $5.76K - $8.65K
5.31K $1.09M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.52K
- 3.17%
$19.44 - $28.35 $29.5K - $43K
46.3K $1.19M
XLK
Technology Sector Spdr

ETFs
-13
- 0.04%
$220.26 - $241.44 $2.86K - $3.14K
35.6K $8.27M
VGT
Vanguard Information Technolog

ETFs
-1.01K
- 3.87%
$571.78 - $647.97 $578K - $655K
25.1K $15.6M
WMB
Williams Companies, Inc.

Energy
-2.14K
- 3.84%
$46.37 - $59.74 $99.4K - $128K
53.7K $2.9M
AXP
American Express CO

Financial Services
-2.09K
- 4.88%
$267.35 - $305.57 $558K - $637K
40.7K $12.1M
ET
Energy Transfer LP

Energy
-5.9K
- 3.22%
$16.05 - $19.86 $94.7K - $117K
178K $3.48M
KMI
Kinder Morgan, Inc.

Energy
-8.97K
- 5.14%
$22.59 - $28.54 $203K - $256K
166K $4.54M
BA
Boeing CO

Industrials
-4.56K
- 7.64%
$138.14 - $180.72 $630K - $824K
55.1K $9.76M
SHOP
Shopify Inc.

Technology
-2.7K
- 5.71%
$78.14 - $119.49 $211K - $323K
44.6K $4.74M
NFLX
Netflix Inc

Communication Services
-3.92K
- 11.28%
$687.65 - $936.56 $2.7M - $3.67M
30.9K $27.5M
APP
App Lovin Corp

Technology
-2.53K
- 11.03%
$130.67 - $401.5 $331K - $1.02M
20.4K $6.62M
GOOGL
Alphabet Inc.

Communication Services
-2.91K
- 0.73%
$161.86 - $196.66 $471K - $572K
397K $75.2M
NVDA
Nvidia Corp

Technology
-46.7K
- 3.28%
$117.0 - $148.88 $5.47M - $6.95M
1.38M $185M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.59K
- 2.65%
$213.65 - $479.86 $982K - $2.2M
169K $68.2M
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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