Ownership history in Keystone Wealth Services, LLC · 15 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 (XDEC). 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 | 9,971 | — | 0% | 0.09% | $400K | $40.10 |
| 2025 Q2 | UNCHANGED | 9,971 | — | 0% | 0.09% | $387K | $38.84 |
| 2025 Q1 | UNCHANGED | 9,971 | — | 0% | 0.10% | $367K | $36.80 |
| 2024 Q4 | REDUCED | 9,971 | -2,572 | -20.5% | 0.10% | $372K | $37.30 |
| 2024 Q3 | REDUCED | 12,543 | -550 | -4.2% | 0.13% | $461K | $36.77 |
| 2024 Q2 | REDUCED | 13,093 | -44 | -0.3% | 0.15% | $472K | $36.07 |
| 2024 Q1 | ADDED | 13,137 | +1,505 | +12.9% | 0.15% | $463K | $35.26 |
| 2023 Q4 | REDUCED | 11,632 | -4,450 | -27.7% | 0.14% | $396K | $34.03 |
| 2023 Q3 | UNCHANGED | 16,082 | — | 0% | 0.20% | $529K | $32.89 |
| 2023 Q2 | UNCHANGED | 16,082 | — | 0% | 0.20% | $525K | $32.63 |
As of 2025 Q4 — sorted by position size