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

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 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 12,543 shares of XDEC stock, worth $473,999. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,543
Previous 13,093 4.2%
Holding current value
$473,999
Previous $472,000 2.33%
% of portfolio
0.14%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$35.43 - $36.8 $19,486 - $20,240
-550 Reduced 4.2%
12,543 $461,000
Q2 2024

Jul 12, 2024
SELL
$34.77 - $36.07 $1,529 - $1,587
-44 Reduced 0.33%
13,093 $472,000
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
$27.53 - $30.1 $4.22 Million - $4.61 Million
-153,166 Reduced 90.5%
16,085 $478,000
Q3 2022

Oct 31, 2022
SELL
$27.55 - $29.92 $528,960 - $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
77
Shares Held
10.9M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST U

XDEC Quotes by TradingView
  • Ticker XDEC
  • Sector ETFs
  • Industry ETFs
More about XDEC
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