Kestra Private Wealth Services, LLC THOMSON REUTERS CORP Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Number of Shares
10,058
Previous 8,597 16.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2025
BUY
N/A
1,461 Added 16.99%
10,058 $0
Q1 2025

May 05, 2025
BUY
N/A
2,280 Added 36.09%
8,597 $0
Q4 2024

Jan 28, 2025
BUY
N/A
2,882 Added 83.9%
6,317 $0
Q3 2024

Nov 13, 2024
SELL
N/A
-975 Reduced 22.11%
3,435 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-1,009 Reduced 18.62%
4,410 $0
Q1 2024

May 02, 2024
SELL
N/A
-259 Reduced 4.56%
5,419 $0
Q4 2023

Feb 05, 2024
BUY
N/A
2,804 Added 97.56%
5,678 $0
Q3 2023

Nov 07, 2023
BUY
N/A
201 Added 7.52%
2,874 $0
Q2 2023

Aug 08, 2023
BUY
N/A
2,673 New
2,673 $0
Track This Portfolio

Track Kestra Private Wealth Services, LLC Portfolio

Follow Kestra Private Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kestra Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email