KAS
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Kestra Advisory Services’s UWM Holdings UWMC Stock Holding History

Kestra Advisory Services’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,759
Closed -$64.2K – 2983
2025
Q1 		$64.2K Sell
11,759
-512
-4% -$2.8K ﹤0.01% 2627
2024
Q4 		$72K Buy
+12,271
New +$72K ﹤0.01% 2578