Kestra Advisory Services, LLC
Holdings in SMA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,652,552 | 182,694 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $674,960 | 17,932 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $664,277 | 18,335 | Shares | Sole | 2025-08-15 |