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 85,476 shares of FJUL stock, worth $4.19 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
85,476
Previous 75,392
13.38%
Holding current value
$4.19 Million
Previous $3.47 Million
18.43%
% of portfolio
1.22%
Previous 1.17%
Shares
8 transactions
Others Institutions Holding FJUL
# of Institutions
146Shares Held
6.82MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$23.9 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$23 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$22.8 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$19.9 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH400KShares$19.6 Million7.38% of portfolio