Kestra Private Wealth Services LLC lifted its position in shares of Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA – Free Report) by 3.5% in the fourth quarter, according to the ...
Kestra Financial, an industry-leading wealth management platform, wrapped its annual ASCEND advisor conference last week, sharing forward-thinking strategies to help advisors drive the growth of their ...
including Kestra Holdings, Kestra Financial, Kestra Private Wealth Services, Bluespring Wealth Partners, Kestra Investment Management, Arden Trust Company, and Kestra Insurance Planning.
Kestra Private Wealth Services LLC grew its stake in Omnicom Group Inc. (NYSE:OMC – Free Report) by 6.7% during the 4th quarter, HoldingsChannel reports. The fund owned 5,353 shares of the business ...
AUSTIN, Texas, February 03, 2025--(BUSINESS WIRE)--Kestra Holdings today announced the completion of its acquisition by funds managed by Stone Point Capital LLC (Stone Point), a leading private ...
Kestra Holdings today announced the completion of its acquisition by funds managed by Stone Point Capital LLC (Stone Point), a leading private equity firm focused on global financial services and ...
AUSTIN, Texas, February 03, 2025--(BUSINESS WIRE)--Kestra Holdings today announced the completion of its acquisition by funds managed by Stone Point Capital LLC (Stone Point), a leading private equity ...
The Kestra Holdings management team and a large number of Kestra-affiliated financial advisors and Bluespring-affiliated principals will retain equity positions in the company Bluespring Wealth ...