Keystone Wealth Services, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 9,005 shares of DJUL stock, worth $382,892. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,005
Previous 9,039
0.38%
Holding current value
$382,892
Previous $359,000
3.62%
% of portfolio
0.11%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding DJUL
# of Institutions
105Shares Held
4.65MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph774KShares$32.9 Million10.99% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ554KShares$23.5 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$11 Million0.01% of portfolio
-
Envestnet Asset Management Inc231KShares$9.84 Million0.0% of portfolio
-
Ignite Planners, LLC203KShares$8.62 Million2.0% of portfolio