Keystone Wealth Services, LLC Vanguard Mid Cap ETF Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
A detailed history of Keystone Wealth Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 2,642 shares of VO stock, worth $702,930. This represents 0.21% of its overall portfolio holdings.
Number of Shares
2,642
Previous 3,041
13.12%
Holding current value
$702,930
Previous $736,000
5.3%
% of portfolio
0.21%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
2,034Shares Held
171MCall Options Held
58.4KPut Options Held
110K-
Wells Fargo & Company San Francisco, CA23.1MShares$6.14 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.26 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.73 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.18MShares$2.18 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.94 Billion0.14% of portfolio