Keystone Wealth Services, LLC First Tr Exch Trd Fd Viii Ft C Call Options Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FJUL
# of Institutions
146Shares Held
6.82MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$24.2 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$23.3 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL465KShares$23.1 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$20.1 Million0.03% of portfolio
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Mc Carthy & Cox Marysville, OH400KShares$19.9 Million7.38% of portfolio