Kestra Private Wealth Services’s TransUnion TRU Stock Holding History

Kestra Private Wealth Services’s Portfolio TRU Stock Details TRU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$304K	Sell
2025 Q3	$381K	Sell
2025 Q2	$410K	Buy
2025 Q1	$368K	Sell
2024 Q4	$632K	Buy
2024 Q3	$645K	Buy
2024 Q2	$412K	Buy
2024 Q1	$402K	Buy