KPWS
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Kestra Private Wealth Services’s Tradeweb Markets TW Stock Holding History

Kestra Private Wealth Services’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Buy
+1,740
New +$199K ﹤0.01% 1628
2025
Q4 		– Sell
-1,873
Closed -$208K – 1808
2025
Q3 		$208K Sell
1,873
-156
-8% -$20.1K ﹤0.01% 1543
2025
Q2 		$297K Sell
2,029
-3,125
-61% -$436K ﹤0.01% 1287
2025
Q1 		$765K Buy
5,154
+3,108
+152% +$413K 0.01% 782
2024
Q4 		$268K Buy
2,046
+186
+10% +$24.5K ﹤0.01% 1179
2024
Q3 		$230K Sell
1,860
-553
-23% -$62.7K ﹤0.01% 1204
2024
Q2 		$256K Buy
2,413
+245
+11% +$25.9K 0.01% 1110
2024
Q1 		$226K Buy
+2,168
New +$218K 0.01% 1126

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