KESTRA PRIVATE WEALTH SERVICES, LLC AGOX Holdings History
KESTRA PRIVATE WEALTH SERVICES, LLC's Adaptive Alpha Opportunities ETF Holding Summary
As of 2025-03-31, KESTRA PRIVATE WEALTH SERVICES, LLC held 944,849.00 shares of Adaptive Alpha Opportunities ETF(AGOX), totaling $23.12 Mil. This investment constitutes 0.39% of their stock portfolio, and KESTRA PRIVATE WEALTH SERVICES, LLC now holds 8.31% of the outstanding Adaptive Alpha Opportunities ETF(AGOX) stock.
The initial trade took place in 2022Q2. And since then KESTRA PRIVATE WEALTH SERVICES, LLC has made 9 purchases of AGOX, at an average price of $25.23, for a total of 1.21 Mil shares. In addition, there have been 2 sales at an average price of $26.96 for 261,205.00 shares. Based on historical transaction data and AGOX's current price of $28.92, KESTRA PRIVATE WEALTH SERVICES, LLC's estimated gain on his AGOX holdings is $3.93 Mil, reflecting a 12.92% gain to date.
KESTRA PRIVATE WEALTH SERVICES, LLC AGOX ($28.92) Holding Chart
KESTRA PRIVATE WEALTH SERVICES, LLC AGOX ($28.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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