Keystone Financial Services, LLC VIRTUS ETF TR II Transaction History

Keystone Financial Services, LLC

  • $132 Billion
  • Q2 2025
Number of Shares
170,156
Previous 161,166 5.58%
Holding current value
$4.27 Billion
Previous $3.82 Billion 11.6%
% of portfolio
3.24%
Previous 3.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
8,990 Added 5.58%
170,156 $4.27 Billion
Q1 2025

Apr 25, 2025
BUY
N/A
9,997 Added 6.61%
161,166 $3.82 Billion
Q4 2024

Mar 14, 2025
BUY
N/A
151,169 New
151,169 $3.68 Billion
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