Keystone Wealth Services, LLC First Tr Large Cap Value Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 11,203 shares of FTA stock, worth $926,712. This represents 0.26% of its overall portfolio holdings.

Number of Shares
11,203
Previous 12,078 7.24%
Holding current value
$926,712
Previous $888,000 0.23%
% of portfolio
0.26%
Previous 0.3%

Shares

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

Oct 15, 2024
SELL
$72.76 - $79.13 $63,665 - $69,238
-875 Reduced 7.24%
11,203 $886,000
Q2 2024

Jul 12, 2024
SELL
$72.36 - $76.0 $91,173 - $95,760
-1,260 Reduced 9.45%
12,078 $888,000
Q1 2024

Apr 12, 2024
SELL
$69.01 - $76.38 $22,566 - $24,976
-327 Reduced 2.39%
13,338 $1.02 Million
Q4 2023

Jan 17, 2024
SELL
$61.6 - $71.44 $49,341 - $57,223
-801 Reduced 5.54%
13,665 $968,000
Q3 2023

Oct 05, 2023
SELL
$64.61 - $70.36 $109,707 - $119,471
-1,698 Reduced 10.5%
14,466 $937,000
Q2 2023

Jul 20, 2023
SELL
$62.32 - $67.04 $412,433 - $443,670
-6,618 Reduced 29.05%
16,164 $1.08 Million
Q1 2023

Apr 07, 2023
SELL
$63.26 - $73.3 $173,775 - $201,355
-2,747 Reduced 10.76%
22,782 $1.51 Million
Q4 2022

Feb 09, 2023
BUY
$58.47 - $69.36 $48,354 - $57,360
827 Added 3.35%
25,529 $1.68 Million
Q3 2022

Oct 31, 2022
SELL
$57.68 - $69.23 $53,180 - $63,830
-922 Reduced 3.6%
24,702 $1.43 Million
Q2 2022

Jul 13, 2022
SELL
$61.01 - $72.65 $70,161 - $83,547
-1,150 Reduced 4.3%
25,624 $1.59 Million
Q1 2022

Apr 21, 2022
BUY
$67.33 - $72.28 $28,951 - $31,080
430 Added 1.63%
26,774 $1.89 Million
Q4 2021

Feb 14, 2022
BUY
$64.95 - $69.91 $1.71 Million - $1.84 Million
26,344 New
26,344 $1.84 Million

Others Institutions Holding FTA

# of Institutions
211
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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.

Choose your preferred platform and Sign Up 👇 Telegram Email