Keystone Financial Services, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Keystone Financial Services, LLC
- $109 Billion
- Q4 2024
A detailed history of Keystone Financial Services, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Keystone Financial Services, LLC holds 15,999 shares of SDVY stock, worth $532,766. This represents 0.53% of its overall portfolio holdings.
Number of Shares
15,999Holding current value
$532,766% of portfolio
0.53%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
510Shares Held
173MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$730 Million0.33% of portfolio
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Morgan Stanley New York, NY18.7MShares$624 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA12.7MShares$424 Million0.11% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$354 Million0.14% of portfolio
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Bank Of America Corp Charlotte, NC7.1MShares$236 Million0.02% of portfolio