KESTRA PRIVATE WEALTH SERVICES, LLC
CIK
0001649451
City
SAN DIEGO
State / Country
CA
Holdings in CHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $218,015 | 20,803 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $215,670 | 19,988 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $206,907 | 19,668 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $198,417 | 20,690 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $156,306 | 13,091 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $141,856 | 12,187 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $142,042 | 12,203 | Shares | Sole | 2024-08-12 |
| 2023-09-30 | $175,649 | 16,665 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $134,254 | 11,987 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $123,546 | 11,744 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $115,662 | 11,005 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $127,540 | 13,203 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $117,094 | 10,923 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $141,426 | 10,706 | Shares | Sole | 2022-07-21 |
| 2021-12-31 | $399,281 | 26,425 | Shares | Sole | 2022-07-21 |
| 2021-09-30 | $393,531 | 26,288 | Shares | Sole | 2022-07-26 |
| 2021-06-30 | $507,390 | 33,447 | Shares | Sole | 2022-07-27 |
| 2021-03-31 | $432,686 | 30,428 | Shares | Sole | 2022-07-27 |
| 2020-12-31 | $381,800 | 28,198 | Shares | Sole | 2022-07-28 |
| 2020-09-30 | $374,352 | 34,032 | Shares | Sole | 2022-07-28 |