Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $228 Million
  • Prior Value $212 Million
  • Filing
  • Period Q1 2024
  • Filing Date June 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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.