Keystone Wealth Services, LLC First Tr Small Cap Core Alphad Transaction History
Keystone Wealth Services, LLC
- $296 Million
- Q2 2024
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 6,335 shares of FYX stock, worth $619,246. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,335
Previous 6,435
1.55%
Holding current value
$619,246
Previous $599,000
4.34%
% of portfolio
0.19%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding FYX
# of Institutions
145Shares Held
6.06MCall Options Held
3.2KPut Options Held
0-
Morgan Stanley New York, NY705KShares$68.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA580KShares$56.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$49.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC451KShares$44.1 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6398KShares$38.9 Million0.01% of portfolio