Number of Shares
152,888
Previous 146,232 4.55%
Holding current value
$4.02 Billion
Previous $3.77 Billion 6.54%
% of portfolio
3.4%
Previous 3.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025

BUY
N/A
6,656 Added 4.55%
152,888 $4.02 Billion
Q4 2024

Mar 14, 2025

BUY
N/A
146,232 New
146,232 $3.77 Billion
Track This Portfolio

Track Keystone Financial Services, LLC Portfolio

Follow Keystone 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 Keystone Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Services, LLC with notifications on news.