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Kestra Advisory Services, LLC → OTEX
Kestra Advisory Services, LLC OTEX Position History
Open Text Corporation • Technology
Quarters held
3
Latest value
$306K
Q3 2026
Peak value
$306K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $60K |
| Q4 2025 | $21K |
| Q3 2026 | $306K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $306K | 13.7K | — | — |
| Q4 2025 | $21K | 635 | — | — |
| Q3 2025 | $60K | 38.8K | — | — |
Other funds holding OTEX
$554.5M
$464.8M
$461.5M
$419.3M
$398.4M
$385.8M
$381.4M