Kestra Private Wealth Services’s Ares Management ARES Stock Holding History

Kestra Private Wealth Services’s Portfolio ARES Stock Details ARES 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	–	Sell
2025 Q2	$235K	Buy
2025 Q1	–	Sell
2024 Q4	$218K	Sell
2024 Q3	$201K	Sell
2024 Q2	$426K	Sell
2024 Q1	$615K	Buy
2023 Q4	$534K	Buy