KAS
EZRA

Kestra Advisory Services’s Reliance Global Group EZRA Stock Holding History

Kestra Advisory Services’s Portfolio EZRA Stock Details EZRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15
Closed -$2.31K – 2702
2024
Q2 		$2.31K Hold
15
– – ﹤0.01% 2610
2024
Q1 		$3.46K Hold
15
– – ﹤0.01% 2447
2023
Q4 		$5.47K Buy
+15
New +$13.2K ﹤0.01% 2264

Other funds holding EZRA

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kestra Advisory Services's EZRA Position: Q3 2024 in Review

Kestra Advisory Services sold out of Reliance Global Group (EZRA) in Q3 2024, closing a stake of 15 shares — an estimated $2.31K sold.

Kestra Advisory Services first reported a position in EZRA in Q4 2023 and held it in 3 quarters. The position peaked at $5.47K in Q4 2023. 4 funds tracked by Wall St. Rank hold EZRA as of Q3 2024.

  • Kestra Advisory Services reported no remaining Reliance Global Group position as of Q3 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 15 Reliance Global Group shares in Q3 2024, an estimated $2.31K.
  • Kestra Advisory Services first reported a position in Reliance Global Group in Q4 2023 and held it in 3 quarters.
  • Kestra Advisory Services's Reliance Global Group position peaked at $5.47K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Reliance Global Group as of Q3 2024.

Based on Kestra Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.