KAS
VSEEW

Kestra Advisory Services’s VSEE HEALTH INC WTS 29 VSEEW Stock Holding History

Kestra Advisory Services’s Portfolio VSEEW Stock Details VSEEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$354 – 3054
2025
Q2 		$354 Hold
10,000
– – ﹤0.01% 2815
2025
Q1 		$589 Hold
10,000
– – ﹤0.01% 2741
2024
Q4 		$499 Buy
+10,000
New +$530 ﹤0.01% 2647
2024
Q3 		– Sell
-10,000
Closed -$2.16K – 2762
2024
Q2 		$2.16K Buy
+10,000
New +$1.51K ﹤0.01% 2612

Other funds holding VSEEW

BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 76.63% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.25% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
ASM
ATW SPAC Management New York $79.2M AUM 10.61% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return

Kestra Advisory Services's VSEEW Position: Q3 2025 in Review

Kestra Advisory Services sold out of VSEE HEALTH INC WTS 29 (VSEEW) in Q3 2025, closing a stake of 10,000 shares — an estimated $354 sold.

Kestra Advisory Services first reported a position in VSEEW in Q2 2024 and held it in 4 quarters. The position peaked at $2.16K in Q2 2024. 23 funds tracked by Wall St. Rank hold VSEEW as of Q3 2025.

  • Kestra Advisory Services reported no remaining VSEE HEALTH INC WTS 29 position as of Q3 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 10,000 VSEE HEALTH INC WTS 29 shares in Q3 2025, an estimated $354.
  • Kestra Advisory Services first reported a position in VSEE HEALTH INC WTS 29 in Q2 2024 and held it in 4 quarters.
  • Kestra Advisory Services's VSEE HEALTH INC WTS 29 position peaked at $2.16K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held VSEE HEALTH INC WTS 29 as of Q3 2025.

Based on Kestra Advisory Services's 13F filing for Q3 2025, filed 14 Nov 2025.