Keystone Wealth Services, LLC First Tr ETF Viii Tcw Opportun Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 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 43,140 shares of FIXD stock, worth $1.85 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
43,140
Previous 42,655
1.14%
Holding current value
$1.85 Million
Previous $1.84 Million
6.26%
% of portfolio
0.58%
Previous 0.62%
Shares
5 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$533 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$404 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$334 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$302 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$168 Million0.04% of portfolio