Keystone Wealth Services, LLC First Tr Small Cap Core Alphad Transaction History
Keystone Wealth Services, LLC
- $379 Million
- Q2 2025
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 5,258 shares of FYX stock, worth $517,492. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,258
Previous 6,034
12.86%
Holding current value
$517,492
Previous $543,000
5.89%
% of portfolio
0.13%
Previous 0.16%
Shares
13 transactions
Others Institutions Holding FYX
# of Institutions
172Shares Held
6.89MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY768KShares$75.6 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA630KShares$62 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC603KShares$59.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC445KShares$43.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL443KShares$43.6 Million0.02% of portfolio