Keystone Wealth Services, LLC Sells in Q3 2024

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
-22
- 1.12%
$103.87 - $117.59 $2.29K - $2.59K
1.94K $227K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-215
- 2.11%
$33.68 - $39.31 $7.24K - $8.45K
9.98K $391K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-34
- 0.38%
$38.81 - $41.41 $1.32K - $1.41K
9.01K $372K
TT
Trane Technologies PLC

Industrials
-1.12K
- 14.88%
$314.21 - $388.71 $353K - $436K
6.42K $2.49M
CAH
Cardinal Health Inc

Healthcare
-185
- 5.86%
$93.74 - $114.66 $17.3K - $21.2K
2.97K $328K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-257
- 1.31%
$33.02 - $35.03 $8.49K - $9K
19.3K $677K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-32
- 0.57%
$46.9 - $51.96 $1.5K - $1.66K
5.61K $288K
IWN
Ishares Russell2000 Val ETF

ETFs
-1
- 0.07%
$150.05 - $171.34 $150 - $171
1.44K $240K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.75K
- 2.94%
$35.57 - $37.86 $97.8K - $104K
90.9K $3.44M
SYY
Sysco Corp

Consumer Defensive
-8
- 0.22%
$69.16 - $78.98 $553 - $632
3.56K $278K
FYX
First Tr Small Cap Core Alphad

ETFs
-301
- 4.75%
$89.32 - $100.62 $26.9K - $30.3K
6.03K $600K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-147
- 2.98%
$64.35 - $75.71 $9.46K - $11.1K
4.79K $352K
KO
Coca Cola CO

Consumer Defensive
-15
- 0.38%
$62.69 - $73.01 $940 - $1.1K
3.95K $284K
GIS
General Mills Inc

Consumer Defensive
-89
- 2.15%
$62.5 - $75.15 $5.56K - $6.69K
4.05K $299K
O
Realty Income Corp

Real Estate
-88
- 2.17%
$52.36 - $63.42 $4.61K - $5.58K
3.97K $251K
EFV
Msci Eafe Value ETF

ETFs
-308
- 2.44%
$51.72 - $57.96 $15.9K - $17.9K
12.3K $707K
FVD
First Tr Value Line Divid Inde

ETFs
-449
- 3.56%
$40.45 - $45.49 $18.2K - $20.4K
12.2K $553K
ABT
Abbott Laboratories

Healthcare
-51
- 1.08%
$100.07 - $118.13 $5.1K - $6.02K
4.66K $531K
SHOP
Shopify Inc.

Technology
-326
- 6.67%
$52.26 - $80.75 $17K - $26.3K
4.56K $365K
BMY
Bristol Myers Squibb CO

Healthcare
-305
- 4.69%
$39.66 - $51.75 $12.1K - $15.8K
6.2K $320K
WMT
Walmart Inc.

Consumer Defensive
-436
- 6.63%
$66.91 - $81.4 $29.2K - $35.5K
6.14K $495K
FTCS
First Trust Capital Strength E

ETFs
-633
- 4.0%
$83.58 - $90.94 $52.9K - $57.6K
15.2K $1.38M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-509
- 0.77%
$24.86 - $26.33 $12.7K - $13.4K
65.5K $1.71M
MO
Altria Group, Inc.

Consumer Defensive
-112
- 0.94%
$45.95 - $54.71 $5.15K - $6.13K
11.8K $604K
IR
Ingersoll Rand Inc.

Industrials
-34
- 0.38%
$86.9 - $100.4 $2.95K - $3.41K
9.01K $884K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3
- 0.03%
$85.03 - $94.56 $255 - $284
9.54K $887K
IRM
Iron Mountain Inc

Real Estate
-208
- 6.38%
$89.69 - $119.32 $18.7K - $24.8K
3.05K $362K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-96
- 0.3%
$33.74 - $37.96 $3.24K - $3.64K
31.5K $1.18M
FEX
First Tr Large Cap Core Alphde

ETFs
-815
- 3.46%
$94.21 - $104.17 $76.8K - $84.9K
22.8K $2.37M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-145
- 0.2%
$41.32 - $43.78 $5.99K - $6.35K
73.2K $3.2M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-356
- 0.57%
$43.5 - $45.75 $15.5K - $16.3K
62.2K $2.84M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-90
- 0.47%
$89.91 - $101.33 $8.09K - $9.12K
19.1K $1.88M
PM
Philip Morris International Inc.

Consumer Defensive
-149
- 1.92%
$101.25 - $127.45 $15.1K - $19K
7.6K $922K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-700
- 0.6%
$39.18 - $42.26 $27.4K - $29.6K
116K $4.9M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-320
- 0.19%
$43.21 - $46.51 $13.8K - $14.9K
164K $7.64M
Activity Summary
Buys All Purchases 117 New Holdings 30 Increased Positions 87 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 1
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