Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$40.92 - $44.8 $323,718 - $354,412
-7,911 Reduced 60.05%
5,264 $234,000
Q3 2023

Nov 07, 2023

BUY
$41.98 - $44.5 $154,696 - $163,982
3,685 Added 38.83%
13,175 $554,000
Q2 2023

Aug 02, 2023

SELL
$44.02 - $45.59 $44 - $45
-1 Reduced 0.01%
9,490 $419,000
Q1 2023

Apr 28, 2023

SELL
$43.57 - $45.9 $9,454 - $9,960
-217 Reduced 2.24%
9,491 $427,000
Q4 2022

Feb 01, 2023

SELL
$42.11 - $45.11 $6,737 - $7,217
-160 Reduced 1.62%
9,708 $426,000
Q3 2022

Oct 28, 2022

SELL
$43.21 - $47.71 $28,086 - $31,011
-650 Reduced 6.18%
9,868 $424,000
Q2 2022

Aug 03, 2022

SELL
$45.24 - $49.52 $3,935 - $4,308
-87 Reduced 0.82%
10,518 $497,000
Q1 2022

May 10, 2022

BUY
$49.18 - $52.9 $521,553 - $561,004
10,605 New
10,605 $525,000

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
Track This Portfolio

Track Keystone Financial Services Portfolio

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

News

Stay updated on Keystone Financial Services with notifications on news.