Kestra Private Wealth Services, LLC Alps ETF Tr Transaction History
Kestra Private Wealth Services, LLC
- $5.74 Billion
- Q1 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Alps ETF Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 27,731 shares of REIT stock, worth $728,216. This represents 0.01% of its overall portfolio holdings.
Number of Shares
27,731
Previous 25,984
6.72%
Holding current value
$728,216
Previous $708,000
6.92%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding REIT
# of Institutions
20Shares Held
323KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC121KShares$3.19 Million0.88% of portfolio
-
Robertson Stephens Wealth Management, LLC San Francisco, CA55.3KShares$1.45 Million0.05% of portfolio
-
Arbor Capital Management Inc Anchorage, AK26.5KShares$696,9400.74% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL24.6KShares$644,9190.05% of portfolio
-
Park Edge Advisors, LLC Cleveland, OH14.8KShares$388,3320.12% of portfolio