Keystone Wealth Services, LLC First Tr ETF Viii Cboe Vest U Transaction History

Keystone Wealth Services, LLC

$284 Million
Q1 2024

A detailed history of Keystone Wealth Services, LLC transactions in First Tr ETF Viii Cboe Vest U stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 13,137 shares of XDEC stock, worth $475,428. This represents 0.16% of its overall portfolio holdings.

Number of Shares

13,137

Previous 11,632 12.94%

Holding current value

$475,428

Previous $395,000 17.22%

% of portfolio

0.16%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$33.88 - $35.27 $50,989 - $53,081	1,505 Added 12.94%	13,137 $463,000
Q4 2023 Jan 17, 2024	SELL	$32.49 - $34.13 $144,580 - $151,878	-4,450 Reduced 27.67%	11,632 $395,000
Q1 2023 Apr 07, 2023	SELL	$29.62 - $31.22 $88 - $93	-3 Reduced 0.02%	16,082 $502,000
Q4 2022 Feb 09, 2023	SELL	$28.61 - $30.1 $4.38 Million - $4.61 Million	-153,166 Reduced 90.5%	16,085 $478,000
Q3 2022 Oct 31, 2022	SELL	$27.99 - $29.92 $537,408 - $574,464	-19,200 Reduced 10.19%	169,251 $4.66 Million

Q2 2022 Jul 13, 2022	SELL	$27.27 - $30.51 $243,630 - $272,576	-8,934 Reduced 4.53%	188,451 $5.26 Million
Q1 2022 Apr 21, 2022	BUY	$29.0 - $30.88 $5.72 Million - $6.1 Million	197,385 New	197,385 $6 Million

Others Institutions Holding XDEC

# of Institutions

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About FIRST TR ETF VIII CBOE VEST U

Ticker XDEC
Sector ETFs
Industry ETFs

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Keystone Wealth Services, LLC First Tr ETF Viii Cboe Vest U Transaction History