KESTRA PRIVATE WEALTH SERVICES, LLC
CIK
0001649451
City
SAN DIEGO
State / Country
CA
Holdings in XFLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $496,800 | 20,700 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $608,175 | 22,950 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $941,826 | 33,339 | Shares | Sole | 2025-08-07 |
| 2025-03-31 | $678,172 | 22,950 | Shares | Sole | 2025-05-05 |
| 2024-12-31 | $761,940 | 22,950 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $714,395 | 20,950 | Shares | Sole | 2024-11-13 |
| 2024-06-30 | $738,487 | 20,950 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $742,677 | 20,950 | Shares | Sole | 2024-05-02 |
| 2023-12-31 | $690,795 | 19,350 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $655,037 | 18,850 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $579,490 | 17,350 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $399,956 | 12,450 | Shares | Sole | 2023-05-12 |