Kestra Advisory Services, LLC
Holdings in SUN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $932,635 | 17,795 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $949,339 | 18,983 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $3,392,354 | 63,302 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $3,781,796 | 65,136 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $3,435,626 | 66,789 | Shares | Sole | 2025-02-10 |
| 2024-06-30 | $4,301,167 | 76,073 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $1,443,101 | 23,936 | Shares | Sole | 2024-05-15 |
| 2022-06-30 | $699,741 | 18,785 | Shares | Sole | 2022-08-12 |