Kestra Private Wealth Services, LLC Alps ETF Tr Transaction History
Kestra Private Wealth Services, LLC
- $6.57 Billion
- Q2 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 28,873 shares of REIT stock, worth $745,500. This represents 0.01% of its overall portfolio holdings.
Number of Shares
28,873
Previous 27,731
4.12%
Holding current value
$745,500
Previous $757,000
0.26%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding REIT
# of Institutions
22Shares Held
351KCall Options Held
0Put Options Held
0-
Ellsworth Advisors, LLC131KShares$3.37 Million0.88% of portfolio
-
Robertson Stephens Wealth Management, LLC San Francisco, CA42.2KShares$1.09 Million0.04% of portfolio
-
Arete Wealth Advisors, LLC Chicago, IL39.3KShares$1.01 Million0.07% of portfolio
-
Wiley Bros. Aintree Capital, LLC34.1KShares$880,1770.01% of portfolio
-
Envestnet Asset Management Inc16.7KShares$430,8840.0% of portfolio