Kestra Private Wealth Services, LLC SIMPLIFY EXCHANGE TRADED FUN Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Number of Shares
33,784
Previous 34,073 0.85%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2025
SELL
N/A
-289 Reduced 0.85%
33,784 $0
Q1 2025

May 05, 2025
BUY
N/A
24,939 Added 273.03%
34,073 $0
Q4 2024

Jan 28, 2025
BUY
N/A
774 Added 9.26%
9,134 $0
Q3 2024

Nov 13, 2024
BUY
N/A
8,360 New
8,360 $0
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