Kestra Advisory Services, LLC
Position in OCTZ — TrueShares Structured Outcome (October) ETF
CIK 1830819
AUSTIN, TX
All Filings in OCTZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 OCTZ | $41,405 | 973 | Shares | Sole | 2026-02-13 | |
| 2023-03-31 OCTZ | $1,078,724 | 35,578 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 OCTZ | $1,032,859 | 35,557 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 OCTZ | $304,699 | 10,962 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 OCTZ | $313,261 | 10,962 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 OCTZ | $336,416 | 10,637 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 OCTZ | $246,791 | 7,534 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||