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 $734,316. This represents 0.01% of its overall portfolio holdings.

Number of Shares
27,731
Previous 25,984 6.72%
Holding current value
$734,316
Previous $708,000 6.92%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$26.36 - $28.44 $46,050 - $49,684
1,747 Added 6.72%
27,731 $757,000
Q4 2024

Jan 28, 2025
BUY
$26.7 - $29.77 $2,830 - $3,155
106 Added 0.41%
25,984 $708,000
Q3 2024

Nov 13, 2024
SELL
$25.21 - $29.42 $21,302 - $24,859
-845 Reduced 3.16%
25,878 $755,000
Q2 2024

Aug 12, 2024
BUY
$23.65 - $25.67 $31,572 - $34,269
1,335 Added 5.26%
26,723 $679,000
Q1 2024

May 02, 2024
BUY
$24.88 - $26.57 $631,653 - $674,559
25,388 New
25,388 $655,000

Others Institutions Holding REIT

# of Institutions
23
Shares Held
404K
Call Options Held
0
Put Options Held
0
View Full List

About ALPS ETF TR

REIT Quotes by TradingView
  • Ticker REIT
  • Sector ETFs
  • Industry ETFs
More about REIT
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