Kestra Advisory Services, LLC
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $620,308 | 44,820 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $514,349 | 36,427 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $485,239 | 35,997 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $421,757 | 30,386 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $385,059 | 28,334 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $302,012 | 21,389 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $271,767 | 20,449 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $264,203 | 20,061 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $219,756 | 17,954 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $143,355 | 12,067 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $179,483 | 13,743 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $125,550 | 10,125 | Shares | Sole | 2023-05-12 |