Keystone Wealth Services, LLC First Tr Pfd Secs & Income ETF Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 10,075 shares of FPE stock, worth $178,629. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,075
Previous 10,075
-0.0%
Holding current value
$178,629
Previous $174,000
4.6%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding FPE
# of Institutions
440Shares Held
195MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY48.8MShares$865 Million0.07% of portfolio
-
Royal Bank Of Canada Toronto, A616.5MShares$293 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$226 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.9MShares$211 Million0.1% of portfolio
-
Ubs Group Ag9.7MShares$172 Million0.04% of portfolio