Kestra Private Wealth Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Number of Shares
459,776
Previous 203,497 125.94%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
N/A
256,279 Added 125.94%
459,776 $0
Q1 2025

May 05, 2025
BUY
N/A
13,454 Added 7.08%
203,497 $0
Q4 2024

Jan 28, 2025
BUY
N/A
77,360 Added 68.65%
190,043 $0
Q3 2024

Nov 13, 2024
BUY
N/A
95,660 Added 561.95%
112,683 $0
Q2 2024

Aug 12, 2024
BUY
N/A
17,023 New
17,023 $0
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