Kestra Private Wealth Services, LLC WISDOMTREE TR Transaction History

Kestra Private Wealth Services, LLC

  • $6.57 Billion
  • Q2 2025
Number of Shares
32,355
Previous 35,535 8.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 07, 2025
SELL
N/A
-3,180 Reduced 8.95%
32,355 $0
Q1 2025

May 05, 2025
BUY
N/A
6,305 Added 21.57%
35,535 $0
Q4 2024

Jan 28, 2025
BUY
N/A
29,230 New
29,230 $0
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