Keystone Wealth Services, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Keystone Wealth Services, LLC

$351 Million
Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 67,179 shares of LMBS stock, worth $3.3 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

67,179

Previous 62,670 7.19%

Holding current value

$3.3 Million

Previous $3.1 Million 5.59%

% of portfolio

0.93%

Previous 0.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$48.48 - $49.47 $218,596 - $223,060	4,509 Added 7.19%	67,179 $3.27 Million
Q3 2024 Oct 15, 2024	BUY	$47.95 - $49.61 $36,154 - $37,405	754 Added 1.22%	62,670 $3.1 Million
Q2 2024 Jul 12, 2024	BUY	$47.58 - $48.41 $59,189 - $60,222	1,244 Added 2.05%	61,916 $2.98 Million
Q1 2024 Apr 12, 2024	BUY	$47.95 - $48.49 $237,016 - $239,686	4,943 Added 8.87%	60,672 $2.93 Million
Q4 2023 Jan 17, 2024	BUY	$46.58 - $48.36 $295,550 - $306,844	6,345 Added 12.85%	55,729 $2.69 Million
Q3 2023 Oct 05, 2023	BUY	$47.15 - $47.94 $2.33 Million - $2.37 Million	49,384 New	49,384 $2.33 Million

Others Institutions Holding LMBS

# of Institutions

446

Shares Held

78.2M

Call Options Held

Put Options Held

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About FIRST TR ETF FD IV FIRST TR LO

Ticker LMBS
Sector ETFs
Industry ETFs

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Keystone Wealth Services, LLC First Tr ETF Fd Iv First Tr Lo Transaction History