Keystone Wealth Services, LLC First Exc Trd Viii Cboe Vest U Transaction History
Keystone Wealth Services, LLC
- $284 Million
- Q1 2024
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 30,172 shares of DJAN stock, worth $1.13 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
30,172
Previous 30,172
-0.0%
Holding current value
$1.13 Million
Previous $1.04 Million
4.22%
% of portfolio
0.38%
Previous 0.38%
Shares
7 transactions
Others Institutions Holding DJAN
# of Institutions
82Shares Held
4.38MCall Options Held
0Put Options Held
0-
Brookstone Capital Management472KShares$17.6 Million0.34% of portfolio
-
Spectrum Asset Management, Inc.368KShares$13.8 Million5.84% of portfolio
-
Envestnet Asset Management Inc363KShares$13.6 Million0.0% of portfolio
-
Ifp Advisors, Inc355KShares$13.3 Million0.6% of portfolio
-
Advisory Services Network, LLC215KShares$8.02 Million0.18% of portfolio