Keystone Wealth Services, LLC Fidelity Covington Tr Low Vola Transaction History
Keystone Wealth Services, LLC
- $336 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding FDLO
# of Institutions
118Shares Held
5.96MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC725KShares$44.4 Million0.07% of portfolio
-
Envestnet Asset Management Inc536KShares$32.8 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$31.4 Million1.55% of portfolio
-
Kestra Advisory Services, LLC317KShares$19.4 Million0.1% of portfolio
-
Ci Private Wealth, LLC Miami, FL315KShares$19.3 Million0.03% of portfolio