Keystone Wealth Services, LLC Innovator Etfs Tr Transaction History

Keystone Wealth Services, LLC

  • $379 Million
  • Q2 2025

A detailed history of Keystone Wealth Services, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 18,625 shares of BALT stock, worth $598,048. This represents 0.16% of its overall portfolio holdings.

Number of Shares
18,625
Previous 33,469 44.35%
Holding current value
$598,048
Previous $1.05 Million 43.14%
% of portfolio
0.16%
Previous 0.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
SELL
$30.33 - $32.1 $450,218 - $476,492
-14,844 Reduced 44.35%
18,625 $597,000
Q1 2025

Apr 17, 2025
BUY
$31.31 - $31.89 $1.05 Million - $1.07 Million
33,469 New
33,469 $1.05 Million

Others Institutions Holding BALT

# of Institutions
199
Shares Held
29.1M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email