Keystone Wealth Services, LLC First Exc Trd Viii Cboe Vest U Transaction History

Keystone Wealth Services, LLC

  • $340 Million
  • Q1 2025

A detailed history of Keystone Wealth Services, LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 18,773 shares of DJAN stock, worth $712,623. This represents 0.21% of its overall portfolio holdings.

Number of Shares
18,773
Previous 23,422 19.85%
Holding current value
$712,623
Previous $915,000 22.3%
% of portfolio
0.21%
Previous 0.26%

Shares

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

Apr 17, 2025
SELL
$37.69 - $39.76 $175,220 - $184,844
-4,649 Reduced 19.85%
18,773 $711,000
Q2 2024

Jul 12, 2024
SELL
$35.18 - $37.15 $237,465 - $250,762
-6,750 Reduced 22.37%
23,422 $869,000
Q4 2023

Jan 17, 2024
SELL
$31.46 - $34.57 $157,300 - $172,850
-5,000 Reduced 14.22%
30,172 $1.04 Million
Q3 2023

Oct 05, 2023
SELL
$32.3 - $33.22 $53,230 - $54,746
-1,648 Reduced 4.48%
35,172 $1.14 Million
Q1 2023

Apr 07, 2023
SELL
$30.08 - $31.14 $292,678 - $302,992
-9,730 Reduced 20.9%
36,820 $1.15 Million
Q3 2022

Oct 31, 2022
SELL
$29.83 - $32.02 $158,099 - $169,706
-5,300 Reduced 10.22%
46,550 $1.39 Million
Q2 2022

Jul 13, 2022
BUY
$29.77 - $32.7 $1.22 Million - $1.34 Million
41,000 Added 377.88%
51,850 $1.56 Million
Q1 2022

Apr 21, 2022
SELL
$31.56 - $32.92 $49,296 - $51,421
-1,562 Reduced 12.58%
10,850 $354,000
Q4 2021

Feb 14, 2022
BUY
$31.68 - $32.27 $393,212 - $400,535
12,412 New
12,412 $400,000

Others Institutions Holding DJAN

# of Institutions
101
Shares Held
5.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST EXC-TRD VIII CBOE VEST U

DJAN Quotes by TradingView
  • Ticker DJAN
  • Sector ETFs
  • Industry ETFs
More about DJAN
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