Keystone Wealth Services, LLC First Tr Multi Cap Growth Alph Transaction History
Keystone Wealth Services, LLC
- $424 Million
- Q4 2025
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 53,800 shares of FAD stock, worth $8.43 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
53,800Holding current value
$8.43 Million% of portfolio
1.99%Shares
1 transactions
Others Institutions Holding FAD
# of Institutions
92Shares Held
1.68MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY296KShares$46.4 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA130KShares$20.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC126KShares$19.8 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL118KShares$18.4 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL83.1KShares$13 Million0.02% of portfolio