Keystone Wealth Services, LLC First Tr Small Cap Core Alphad Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 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 6,034 shares of FYX stock, worth $614,261. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,034
Previous 6,034
-0.0%
Holding current value
$614,261
Previous $600,000
1.5%
% of portfolio
0.17%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding FYX
# of Institutions
174Shares Held
6.91MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY803KShares$81.8 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA641KShares$65.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC595KShares$60.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL444KShares$45.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC427KShares$43.5 Million0.0% of portfolio