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KESTRA PRIVATE WEALTH SERVICES, LLC → PPT
KESTRA PRIVATE WEALTH SERVICES, LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
10
Latest value
$19.3M
Q3 2026
Peak value
$19.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.1M |
| Q3 2025 | $342K |
| Q3 2025 | $74K |
| Q4 2025 | $7.7M |
| Q4 2025 | $98K |
| Q1 2026 | $13.6M |
| Q1 2026 | $108K |
| Q2 2026 | $19.1M |
| Q2 2026 | $111K |
| Q3 2026 | $19.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.3M | 366.3K | — | — |
| Q2 2026 | $111K | 14.0K | — | — |
| Q2 2026 | $19.1M | 374.7K | — | — |
| Q1 2026 | $108K | 13.9K | — | — |
| Q1 2026 | $13.6M | 294.1K | — | — |
| Q4 2025 | $98K | 12.5K | — | — |
| Q4 2025 | $7.7M | 168.9K | — | — |
| Q3 2025 | $74K | 12.2K | — | — |
| Q3 2025 | $342K | 10.8K | — | — |
| Q3 2025 | $5.1M | 120.0K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M