KESTRA PRIVATE WEALTH SERVICES, LLC
Holdings in UTF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,988,761 | 82,487 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $1,979,982 | 79,838 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $2,128,079 | 78,964 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $1,969,189 | 77,072 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $1,768,334 | 73,558 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $1,971,356 | 75,734 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $1,727,408 | 76,842 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $1,786,912 | 75,813 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $1,580,192 | 74,397 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $1,649,556 | 84,247 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $1,574,154 | 66,645 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $1,625,723 | 66,628 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $1,512,017 | 63,027 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $1,671,351 | 71,917 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $1,675,623 | 66,204 | Shares | Sole | 2022-08-12 |
| 2022-03-31 | $1,867,767 | 64,517 | Shares | Sole | 2022-07-21 |
| 2021-12-31 | $1,702,932 | 59,752 | Shares | Sole | 2022-07-21 |
| 2021-09-30 | $1,589,957 | 58,670 | Shares | Sole | 2022-07-26 |
| 2021-06-30 | $1,695,751 | 59,106 | Shares | Sole | 2022-07-27 |
| 2021-03-31 | $1,606,673 | 57,525 | Shares | Sole | 2022-07-27 |
| 2020-12-31 | $1,556,274 | 60,274 | Shares | Sole | 2022-07-28 |
| 2020-09-30 | $1,347,515 | 60,617 | Shares | Sole | 2022-07-28 |