Keystone Wealth Services, LLC First Tr Value Line Divid Inde Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 12,166 shares of FVD stock, worth $540,778. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,166
Previous 12,164
0.02%
Holding current value
$540,778
Previous $553,000
4.16%
% of portfolio
0.15%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding FVD
# of Institutions
636Shares Held
145MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY21MShares$935 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.6MShares$783 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC7.35MShares$327 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.7MShares$298 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.66MShares$296 Million0.07% of portfolio