LCTD — BLACKROCK ETF TRUST

Ownership history in Keystone Financial Services  ·  2 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in BLACKROCK ETF TRUST (LCTD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.06% (2025 Q3)
Avg. % of fund
0.06%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,725 -59 -1.6% 0.06% $204K $54.66
2025 Q3 INITIATED 3,784 — — 0.06% $202K $52.33
% of Fund (quarterly)    LCTD price (monthly, adj. close)

Other funds also holding LCTD

As of 2025 Q4 — sorted by position size

FLOW TRADERS U.S. LLC 3Y 7Y 0.18% One Wealth Advisors, LLC 3Y 7Y 0.13% Horst & Graben Wealth Management LLC 3Y 0.11% Sharkey, Howes & Javer 3Y 7Y 0.08% SOFI WEALTH, LLC 3Y 0.06% MA Private Wealth 3Y 7Y 0.06% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.05% PARK AVENUE SECURITIES LLC 3Y 7Y 0.04% Envestnet Portfolio Solutions, Inc. 0.03% GeoWealth Management, LLC 3Y 0.03%
← Back to Keystone Financial Services Holdings