Kestra Advisory Services’s Inspire Veterinary Partners IVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-15	Closed	-$1.74K	–	2651
2024 Q1	$1.74K	Buy	15 +2	+15%	+$633	﹤0.01%	2450
2023 Q4	$11.5K	Hold	13	–	–	﹤0.01%	2256
2023 Q3	$44.9K	Buy	+13	New	+$62.1K	﹤0.01%	2063

Other funds holding IVP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kestra Advisory Services's IVP Position: Q2 2024 in Review

Kestra Advisory Services sold out of Inspire Veterinary Partners (IVP) in Q2 2024, closing a stake of 15 shares — an estimated $1.74K sold.

Kestra Advisory Services first reported a position in IVP in Q3 2023 and held it in 3 quarters. The position peaked at $44.9K in Q3 2023. 5 funds tracked by Wall St. Rank hold IVP as of Q2 2024.

Kestra Advisory Services reported no remaining Inspire Veterinary Partners position as of Q2 2024 after selling out during the quarter.
Kestra Advisory Services sold 15 Inspire Veterinary Partners shares in Q2 2024, an estimated $1.74K.
Kestra Advisory Services first reported a position in Inspire Veterinary Partners in Q3 2023 and held it in 3 quarters.
Kestra Advisory Services's Inspire Veterinary Partners position peaked at $44.9K in Q3 2023.
5 funds tracked by Wall St. Rank held Inspire Veterinary Partners as of Q2 2024.

Based on Kestra Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.