Keystone Wealth Services, LLC First Tr ETF Viii Cboe Vest U Transaction History

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in First Tr ETF Viii Cboe Vest U stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 9,971 shares of XDEC stock, worth $368,428. This represents 0.11% of its overall portfolio holdings.

Number of Shares
9,971
Previous 12,543 20.51%
Holding current value
$368,428
Previous $461,000 19.52%
% of portfolio
0.11%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$36.71 - $37.55 $94,418 - $96,578
-2,572 Reduced 20.51%
9,971 $371,000
Q3 2024

Oct 15, 2024
SELL
$35.43 - $36.8 $19,486 - $20,240
-550 Reduced 4.2%
12,543 $461,000
Q2 2024

Jul 12, 2024
SELL
$34.77 - $36.07 $1,529 - $1,587
-44 Reduced 0.33%
13,093 $472,000
Q1 2024

Apr 12, 2024
BUY
$33.88 - $35.27 $50,989 - $53,081
1,505 Added 12.94%
13,137 $463,000
Q4 2023

Jan 17, 2024
SELL
$32.49 - $34.13 $144,580 - $151,878
-4,450 Reduced 27.67%
11,632 $395,000
Q1 2023

Apr 07, 2023
SELL
$29.62 - $31.22 $88 - $93
-3 Reduced 0.02%
16,082 $502,000
Q4 2022

Feb 09, 2023
SELL
$27.53 - $30.1 $4.22 Million - $4.61 Million
-153,166 Reduced 90.5%
16,085 $478,000
Q3 2022

Oct 31, 2022
SELL
$27.55 - $29.92 $528,960 - $574,464
-19,200 Reduced 10.19%
169,251 $4.66 Million
Q2 2022

Jul 13, 2022
SELL
$27.27 - $30.51 $243,630 - $272,576
-8,934 Reduced 4.53%
188,451 $5.26 Million
Q1 2022

Apr 21, 2022
BUY
$29.0 - $30.88 $5.72 Million - $6.1 Million
197,385 New
197,385 $6 Million

Others Institutions Holding XDEC

# of Institutions
86
Shares Held
5.15M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR ETF VIII CBOE VEST U

XDEC Quotes by TradingView
  • Ticker XDEC
  • Sector ETFs
  • Industry ETFs
More about XDEC
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email