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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$44.46 - $48.11 $448,334 - $485,141
10,084 Added 13.38%
85,476 $4.11 Million
Q2 2024

Jul 12, 2024

SELL
$43.09 - $46.06 $107,725 - $115,150
-2,500 Reduced 3.21%
75,392 $3.47 Million
Q1 2024

Apr 12, 2024

BUY
$41.06 - $44.45 $13,755 - $14,890
335 Added 0.43%
77,892 $3.46 Million
Q4 2023

Jan 17, 2024

BUY
$37.35 - $41.69 $37,350 - $41,690
1,000 Added 1.31%
77,557 $3.23 Million
Q3 2023

Oct 05, 2023

BUY
$38.22 - $40.08 $2.23 Million - $2.34 Million
58,388 Added 321.36%
76,557 $2.94 Million
Q4 2022

Feb 09, 2023

BUY
$32.35 - $35.66 $97,050 - $106,979
3,000 Added 19.78%
18,169 $623,000
Q3 2022

Oct 31, 2022

BUY
$32.44 - $36.32 $37,922 - $42,458
1,169 Added 8.35%
15,169 $492,000
Q4 2021

Feb 14, 2022

BUY
$34.61 - $36.64 $484,540 - $512,960
14,000 New
14,000 $512,000

Others Institutions Holding FJUL

About FIRST TR EXCH TRD FD VIII FT C


  • Ticker FJUL
  • Sector Technology
More about FJUL
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.