Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
KESTRA PRIVATE WEALTH SERVICES LLC 08-12-2024 06-30-2024 1351 4,994,103,422
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
BWX TECHNOLOGIES INC COM 1851 $254,594 2,680 0.00 0.00 3 0.11 06-30-2024
KONTOOR BRANDS INC COM 1852 $253,434 3,831 0.00 0.00 373 10.79 06-30-2024
SPDR SER TR BBG CONV SEC ETF 1853 $253,270 3,515 0.00 3,515 +Inf 06-30-2024
NEXTRACKER INC CLASS A COM 1854 $253,105 5,399 0.00 5,399 +Inf 06-30-2024
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