Kestra Private Wealth Services, LLC Options Holdings

Kestra Private Wealth Services, LLC

  • $5.74 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SLV
I Shares Silver Trust

ETFs
CALL
$464,000
15K
Q1 2025
New holding
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
CALL
$574,000
12.5K
Q1 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$223,000
400
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,506
  • Current Value $5.74 Billion
  • Prior Value $5.67 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 164 stocks
  • Additional Purchases 818 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 453 stocks
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