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Ishares Tr shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $208k 5.2k 39.82

More positions owned by Kestra Private Wealth Services

Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl A (BRK.B)
Ishares Tr Msci Ac Asia Etf (IVV)
Ishares Tr Msci Ac Asia Etf (AGG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOGL)
Jpmorgan Chase & Co Alerian Ml Etn (JPM)
Vanguard Index Fds Small Cp Etf (VTV)
Wisdomtree Tr Yield Enhancd Us (USFR)
Costco Wholesale Corporation (COST)
Vanguard Index Fds Small Cp Etf (VUG)
Visa Com Cl A (V)
Vanguard Index Fds Small Cp Etf (VOO)

View all positions for Kestra Private Wealth Services

Top funds holding Ishares Tr

Envestnet Portfolio Solutions
Adviser Investments
SigFig Wealth Management
Jpmorgan Chase & Co
Advisor Group Holdings
Park Avenue Securities
Mackenzie Financial
Hanson McClain Advisors
Financial Connections Group
Spinnaker Trust
Invera Wealth Advisors
Atria Wealth Solutions
Royal Bank of Canada
One Wealth Advisors
Goldman Sachs Group

View all funds holding Ishares Tr