Kestra Private Wealth Services, LLC VANGUARD MUN BD FDS Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Number of Shares
4,046
Previous 4,026 0.5%
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
20 Added 0.5%
4,046 $0
Q1 2025

May 05, 2025
BUY
N/A
172 Added 4.46%
4,026 $0
Q4 2024

Jan 28, 2025
BUY
N/A
862 Added 28.81%
3,854 $0
Q3 2024

Nov 13, 2024
BUY
N/A
803 Added 36.68%
2,992 $0
Q2 2024

Aug 12, 2024
BUY
N/A
2,189 New
2,189 $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