Number of Shares
6,265
Previous 6,054 3.49%
Holding current value
$690 Million
Previous $484 Million 42.66%
% of portfolio
0.53%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
N/A
211 Added 3.49%
6,265 $690 Million
Q2 2024

Jul 24, 2024

BUY
N/A
582 Added 10.64%
6,054 $484 Million
Q1 2024

Jun 13, 2024

BUY
N/A
5,472 New
5,472 $536 Million
Track This Portfolio

Track Keynote Financial Services LLC Portfolio

Follow Keynote Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keynote Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keynote Financial Services LLC with notifications on news.