Kestra Advisory Services, LLC
Holdings in IAUM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,364,115 | 31,731 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $1,266,688 | 32,901 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $754,547 | 22,872 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $521,255 | 16,723 | Shares | Sole | 2025-05-14 |