Keystone Wealth Services, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Keystone Wealth Services, LLC
- $340 Million
- Q1 2025
A detailed history of Keystone Wealth Services, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 7,357 shares of DJUL stock, worth $289,350. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,357
Previous 7,357
-0.0%
Holding current value
$289,350
Previous $308,000
2.6%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DJUL
# of Institutions
115Shares Held
5.65MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph769KShares$30.3 Million10.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ526KShares$20.7 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL411KShares$16.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$10.2 Million0.01% of portfolio
-
Armis Advisers, LLC Atlanta, GA198KShares$7.81 Million1.02% of portfolio