Keystone Wealth Services, LLC First Tr Large Cap Value Transaction History
Keystone Wealth Services, LLC
- $379 Million
- Q2 2025
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 10,476 shares of FTA stock, worth $839,127. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,476
Previous 10,475
0.01%
Holding current value
$839,127
Previous $803,000
2.49%
% of portfolio
0.22%
Previous 0.24%
Shares
15 transactions
Others Institutions Holding FTA
# of Institutions
218Shares Held
10.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$171 Million0.01% of portfolio
-
Ubs Group Ag955KShares$76.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC865KShares$69.3 Million0.03% of portfolio
-
Envestnet Asset Management Inc422KShares$33.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC302KShares$24.2 Million0.0% of portfolio