Kestra Private Wealth Services, LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Number of Shares
61,560
Previous 58,828 4.64%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2025
BUY
N/A
2,732 Added 4.64%
61,560 $0
Q1 2025

May 05, 2025
SELL
N/A
-1,204 Reduced 2.01%
58,828 $0
Q4 2024

Jan 28, 2025
SELL
N/A
-5,363 Reduced 8.2%
60,032 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-3,977 Reduced 5.73%
65,395 $0
Q2 2024

Aug 12, 2024
BUY
N/A
39,462 Added 131.94%
69,372 $0
Q1 2024

May 02, 2024
BUY
N/A
1,343 Added 4.7%
29,910 $0
Q4 2023

Feb 05, 2024
BUY
N/A
28,567 New
28,567 $0
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