KESTRA PRIVATE WEALTH SERVICES, LLC
Holdings in CWBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $547,582 | 24,337 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $504,974 | 24,231 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $470,522 | 24,117 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $443,686 | 24,009 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $462,749 | 23,890 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $429,343 | 22,292 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $272,375 | 14,723 | Shares | Sole | 2024-08-12 |