Keystone Wealth Services, LLC Sells in Q4 2024

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-281
- 11.11%
$100.24 - $101.35 $28.2K - $28.5K
2.25K $226K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-975
- 13.32%
$35.07 - $36.08 $34.2K - $35.2K
6.35K $227K
PFE
Pfizer Inc

Healthcare
-178
- 1.82%
$24.8 - $30.19 $4.41K - $5.37K
9.63K $255K
BA
Boeing CO

Industrials
-376
- 23.84%
$138.14 - $180.72 $51.9K - $68K
1.2K $212K
DVY
Ishares Tr

ETFs
-7
- 0.15%
$129.55 - $143.41 $907 - $1K
4.65K $610K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-86
- 1.57%
$182.19 - $195.69 $15.7K - $16.8K
5.4K $994K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-314
- 2.06%
$24.82 - $25.48 $7.79K - $8K
14.9K $372K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-1.08K
- 3.26%
$40.18 - $41.59 $43.2K - $44.8K
32K $1.32M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-235
- 2.38%
$50.73 - $51.08 $11.9K - $12K
9.63K $489K
ABT
Abbott Laboratories

Healthcare
-62
- 1.33%
$111.93 - $119.39 $6.94K - $7.4K
4.6K $519K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-72
- 1.97%
$104.59 - $118.05 $7.53K - $8.5K
3.59K $389K
IFRA
Ishares Tr

ETFs
-38
- 0.77%
$45.94 - $51.71 $1.75K - $1.96K
4.87K $225K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-1.55K
- 1.81%
$47.71 - $49.76 $73.7K - $76.9K
83.9K $4.11M
Peakstone Realty Trust
-6.59K
- 26.74%
N/A
18.1K $0
First Tr Exchng Traded Fd Vi
-80
- 0.71%
N/A
11.3K $0
First Tr Exchng Traded Fd Vi
-1.53K
- 5.56%
N/A
25.9K $0
Fidelity Covington Trust
-21.1K
- 52.56%
N/A
19.1K $0
First Tr Exchng Traded Fd Vi
-1.93K
- 22.1%
N/A
6.8K $0
First Tr Exchng Traded Fd Vi
-5
- 0.02%
N/A
25.8K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-316
- 0.44%
N/A
71.8K $0
FJAN
First Exc Trd Viii Cboe Vest U
-250
- 0.5%
N/A
49.8K $0
Innovator Etfs Trust
-305
- 4.02%
N/A
7.28K $0
PDEC
Innovator U.S. Equity Power Bu
-882
- 8.4%
N/A
9.62K $0
PNOV
Innovator U.S. Equity Power Bu
-3.83K
- 4.66%
N/A
78.3K $0
VV
Vanguard Large Cap ETF

ETFs
-27
- 1.11%
$260.27 - $280.65 $7.03K - $7.58K
2.41K $648K
EPD
Enterprise Products Partners L.P.

Energy
-801
- 5.57%
$28.66 - $34.43 $23K - $27.6K
13.6K $426K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-34
- 0.45%
$124.26 - $134.12 $4.22K - $4.56K
7.51K $966K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2.84K
- 1.48%
$50.07 - $52.35 $142K - $149K
190K $9.74M
SCHW
Schwab Charles Corp

Financial Services
-48
- 1.37%
$63.31 - $82.85 $3.04K - $3.98K
3.46K $256K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-29
- 0.07%
$26.53 - $28.09 $769 - $815
41.1K $1.13M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-215
- 0.45%
$39.04 - $40.41 $8.39K - $8.69K
47.1K $1.89M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-16
- 0.05%
$28.37 - $30.25 $454 - $484
34.1K $1.01M
WMT
Walmart Inc.

Consumer Defensive
-164
- 2.67%
$79.1 - $95.7 $13K - $15.7K
5.98K $539K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-511
- 0.48%
$44.57 - $46.43 $22.8K - $23.7K
107K $4.89M
QJUN
First Tr ETF
-53
- 0.08%
$26.78 - $28.75 $1.42K - $1.52K
67.3K $1.89M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
-1.75K
- 1.07%
$46.18 - $48.09 $80.8K - $84.2K
163K $7.71M
GOOGL
Alphabet Inc.

Communication Services
-318
- 4.77%
$161.86 - $196.66 $51.5K - $62.5K
6.35K $1.2M
WFC
Wells Fargo & Company

Financial Services
-1
- -0.0%
$54.98 - $77.35 $55 - $77.4
36K $2.53M
AAPL
Apple Inc.

Technology
-341
- 0.46%
$221.69 - $259.02 $75.6K - $88.3K
74.2K $18.6M
Activity Summary
Buys All Purchases 111 New Holdings 14 Increased Positions 97 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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