A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree U.S. Corporate Bond stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 5,177 shares of WFIG stock, worth $235,915. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,177
Previous 5,116 1.19%
Holding current value
$235,915
Previous $224,000 4.91%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$43.68 - $45.65 $2,664 - $2,784
61 Added 1.19%
5,177 $235,000
Q2 2024

Aug 12, 2024

BUY
$0.0 - $44.42 $0 - $24,431
550 Added 12.05%
5,116 $224,000
Q1 2024

May 02, 2024

BUY
$43.86 - $44.91 $200,264 - $205,059
4,566 New
4,566 $202,000

Others Institutions Holding WFIG

About WISDOMTREE U.S. CORPORATE BOND


  • Ticker WFIG
  • Sector ETFs
  • Industry ETFs
More about WFIG
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.