Page 44 - Wealth Services News Today

Keystone Wealth Services LLC lowered its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 15.7% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 6,727 shares of the exchange traded fund’s stock after selling 1,255 shares during the period. Keystone Wealth Services LLC’s […]

Keystone Wealth Services LLC lowered its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,915 shares of the exchange traded fund’s stock after selling 414 shares during the quarter. Invesco QQQ comprises […]

Keystone Wealth Services LLC trimmed its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,915 shares of the exchange traded fund’s stock after selling 414 shares during the quarter. […]

Keystone Wealth Services LLC trimmed its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 9.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 1,746 shares of the home improvement retailer’s stock after selling 173 shares during the quarter. Keystone Wealth Services LLC’s holdings in Home Depot were worth […]

Macy’s, Inc. (NYSE:M – Get Free Report) CEO Antony Spring sold 13,404 shares of the company’s stock in a transaction on Friday, March 22nd. The shares were sold at an average price of $20.42, for a total transaction of $273,709.68. Following the completion of the transaction, the chief executive officer now owns 223,286 shares of […]

Exhibit 99.1 The Bank of New York Mellon Corporation Revised Financial Supplement (Adoption of New Accounting Guidance and ...

Kingswood Wealth Advisors LLC increased its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 174.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 8,799 shares of the credit services provider’s stock after purchasing an additional 5,593 shares during the quarter. […]

Keystone Wealth Services LLC decreased its holdings in shares of Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO – Free Report) by 59.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 6,784 shares of the company’s stock after selling 10,137 shares during the quarter. Keystone Wealth Services LLC’s holdings in Fidelity Low Volatility Factor ETF […]

Keystone Wealth Services LLC reduced its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 3,561 shares of the exchange traded fund’s stock after selling 194 shares during the period. Keystone Wealth Services LLC’s holdings in iShares Core S&P Small-Cap ETF were […]

Keystone Wealth Services LLC trimmed its position in Pfizer Inc. (NYSE:PFE – Free Report) by 14.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 14,085 shares of the biopharmaceutical company’s stock after selling 2,355 shares during the quarter. Keystone Wealth Services […]