Kestra Advisory Services’s Affiliated Managers Group AMG Stock Holding History

Kestra Advisory Services’s Portfolio AMG Stock Details AMG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.35M	Sell
2025 Q2	$2.98M	Sell
2025 Q1	$2.73M	Buy
2021 Q2	–	Sell
2021 Q1	$1.46M	Buy