Keystone Wealth Services, LLC First Tr ETF Viii Tcw Opportun Transaction History

Keystone Wealth Services, LLC

  • $284 Million
  • Q1 2024

A detailed history of Keystone Wealth Services, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 41,744 shares of FIXD stock, worth $1.81 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
41,744
Previous 36,390 14.71%
Holding current value
$1.81 Million
Previous $1.62 Million 12.21%
% of portfolio
0.64%
Previous 0.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$43.25 - $44.65 $231,560 - $239,056
5,354 Added 14.71%
41,744 $1.82 Million
Q4 2023

Jan 17, 2024
BUY
$40.92 - $44.8 $128,857 - $141,075
3,149 Added 9.47%
36,390 $1.62 Million
Q3 2023

Oct 05, 2023
BUY
$41.98 - $44.5 $1.4 Million - $1.48 Million
33,241 New
33,241 $1.4 Million

Others Institutions Holding FIXD

# of Institutions
362
Shares Held
99.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII TCW OPPORTUN

FIXD Quotes by TradingView
  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC 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 Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email