Keystone Wealth Services, LLC First Exc Trd Viii Cboe Vest U Transaction History

Keystone Wealth Services, LLC

  • $379 Million
  • Q2 2025

A detailed history of Keystone Wealth Services, LLC transactions in First Exc Trd Viii Cboe Vest U stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 18,773 shares of DJAN stock, worth $765,375. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,773
Previous 18,773 -0.0%
Holding current value
$765,375
Previous $711,000 6.47%
% of portfolio
0.2%
Previous 0.21%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$37.69 - $39.76 $175,220 - $184,844
-4,649 Reduced 19.85%
18,773 $711,000
Q2 2024

Jul 12, 2024
SELL
$35.18 - $37.15 $237,465 - $250,762
-6,750 Reduced 22.37%
23,422 $869,000
Q4 2023

Jan 17, 2024
SELL
$31.46 - $34.57 $157,300 - $172,850
-5,000 Reduced 14.22%
30,172 $1.04 Million
Q3 2023

Oct 05, 2023
SELL
$32.3 - $33.22 $53,230 - $54,746
-1,648 Reduced 4.48%
35,172 $1.14 Million
Q1 2023

Apr 07, 2023
SELL
$30.08 - $31.14 $292,678 - $302,992
-9,730 Reduced 20.9%
36,820 $1.15 Million
Q3 2022

Oct 31, 2022
SELL
$29.83 - $32.02 $158,099 - $169,706
-5,300 Reduced 10.22%
46,550 $1.39 Million
Q2 2022

Jul 13, 2022
BUY
$29.77 - $32.7 $1.22 Million - $1.34 Million
41,000 Added 377.88%
51,850 $1.56 Million
Q1 2022

Apr 21, 2022
SELL
$31.56 - $32.92 $49,296 - $51,421
-1,562 Reduced 12.58%
10,850 $354,000
Q4 2021

Feb 14, 2022
BUY
$31.68 - $32.27 $393,212 - $400,535
12,412 New
12,412 $400,000

Others Institutions Holding DJAN

# of Institutions
111
Shares Held
5.36M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST EXC-TRD VIII CBOE VEST U

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