Keystone Financial Services Purchases and Sells in Q1 2025

Keystone Financial Services

$259 Million
Q1 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	25.1K + 1651.75%	$196.12 - $229.48 $4.91M - $5.75M	26.6K $5.37M
IVE	21.8K + 40.7%	$185.78 - $198.58 $4.04M - $4.32M	75.2K $14.3M
QUAL	21.5K + 21.17%	$168.16 - $186.21 $3.61M - $4M	123K $21M
IEMG	46.4K + 73.03%	N/A	110K $5.89M
PM	173 + 1.6%	$117.15 - $158.79 $20.3K - $27.5K	11K $1.74M
EMB	4.17K + 46.51%	$88.64 - $92.03 $369K - $383K	13.1K $1.19M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	19.1K New	N/A	19.1K $5.07M
TLH	44K New	$97.25 - $104.79 $4.28M - $4.61M	44K $4.56M
IAU	58.5K New	$49.74 - $58.96 $2.91M - $3.45M	58.5K $3.45M
HEFA	77.1K New	$34.83 - $37.52 $2.68M - $2.89M	77.1K $2.8M
MUB	11.3K New	$104.71 - $107.69 $1.18M - $1.21M	11.3K $1.19M
EAGG	6.33K New	$45.92 - $47.58 $291K - $301K	6.33K $300K

Top Sells

Reduced Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-10.8K - 12.86%	$554.06 - $615.85 $5.97M - $6.64M	73K $41M
EFG	-54.8K - 41.02%	$96.1 - $106.37 $5.27M - $5.83M	78.8K $7.88M
IUSB	-114K - 16.95%	$44.72 - $46.25 $5.08M - $5.25M	557K $25.6M
TLT	-28.6K - 76.02%	$85.29 - $92.57 $2.44M - $2.65M	9.03K $822K
EFV	-66.3K - 24.51%	$51.88 - $60.73 $3.44M - $4.03M	204K $12M
MBB	-15K - 21.42%	$90.37 - $94.08 $1.35M - $1.41M	55K $5.16M

Activity Summary All Purchases 44 New Holdings 10 Increased Positions 34 All Sells 49 Reductions 49 Sold out 0 Calls 0 Puts 0

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