Keystone Wealth Services, LLC Purchases and Sells in Q4 2024

Keystone Wealth Services, LLC

$351 Million
Q4 2024

Top Buys

Incresed Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	2.95K + 15.37%	$481.22 - $538.17 $1.42M - $1.59M	22.1K $11.3M
NVDA	6.09K + 9.87%	$117.0 - $148.88 $713K - $907K	67.8K $9.11M
FIXD	39.3K + 91.05%	$42.84 - $45.38 $1.68M - $1.78M	82.4K $3.54M
VOO	2.72K + 25.04%	$521.84 - $558.82 $1.42M - $1.52M	13.6K $7.33M
QUAL	7.63K + 33.41%	$176.42 - $186.91 $1.35M - $1.43M	30.4K $5.42M
COST	970 + 10.68%	$873.59 - $994.69 $847K - $965K	10.1K $9.21M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	57.3K New	$49.03 - $53.35 $2.81M - $3.06M	57.3K $2.94M
IGEB	25.3K New	$44.21 - $46.46 $1.12M - $1.18M	25.3K $1.12M
HEFA	31.7K New	$34.42 - $35.88 $1.09M - $1.14M	31.7K $1.1M
ICVT	12.2K New	$83.09 - $89.28 $1.02M - $1.09M	12.2K $1.04M
PLTR	4.62K New	$36.46 - $82.38 $168K - $381K	4.62K $349K
BUFQ	10.1K New	$30.04 - $32.01 $304K - $324K	10.1K $317K

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-5.42K - 9.57%	$570.51 - $610.59 $3.09M - $3.31M	51.2K $30.1M
XLG	-23.4K - 49.68%	$46.94 - $51.62 $1.1M - $1.21M	23.7K $1.18M
FBND	-14.6K - 7.69%	$44.87 - $46.86 $654K - $683K	175K $7.85M
XMHQ	-8.21K - 62.58%	$98.47 - $109.35 $809K - $898K	4.91K $483K
FNDF	-17.9K - 43.24%	$32.92 - $37.15 $590K - $665K	23.5K $780K
XOM	-75 - 0.14%	$105.51 - $125.37 $7.91K - $9.4K	51.7K $5.56M

Activity Summary All Purchases 111 New Holdings 14 Increased Positions 97 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

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