Ownership history in Keystone Wealth Services, LLC · 10 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, LLC reported a position in FIRST TR EXCHNG TRADED FD VI (GFEB). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 33,499 | — | 0% | 0.30% | $1.4M | $40.57 |
| 2025 Q2 | UNCHANGED | 33,499 | — | 0% | 0.32% | $1.3M | $38.99 |
| 2025 Q1 | ADDED | 33,499 | +7,692 | +29.8% | 0.33% | $1.2M | $36.77 |
| 2024 Q4 | REDUCED | 25,807 | -5 | -0.0% | 0.26% | $964K | $37.35 |
| 2024 Q3 | REDUCED | 25,812 | -1,100 | -4.1% | 0.26% | $943K | $36.52 |
| 2024 Q2 | UNCHANGED | 26,912 | — | 0% | 0.30% | $954K | $35.43 |
| 2024 Q1 | ADDED | 26,912 | +1,300 | +5.1% | 0.30% | $927K | $34.44 |
| 2023 Q4 | UNCHANGED | 25,612 | — | 0% | 0.29% | $846K | $33.03 |
| 2023 Q3 | UNCHANGED | 25,612 | — | 0% | 0.30% | $789K | $30.81 |
| 2023 Q2 | INITIATED | 25,612 | — | — | 0.30% | $799K | $31.19 |
As of 2025 Q4 — sorted by position size