Page 45 - Wealth Services News Today

Keystone Wealth Services LLC trimmed its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,913 shares of the biopharmaceutical company’s stock after selling 205 shares during the […]

Keystone Wealth Services LLC reduced its stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 24.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,197 shares of the exchange traded fund’s stock after selling 378 shares during the quarter. Keystone Wealth […]

Keystone Wealth Services LLC cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,561 shares of the exchange traded fund’s stock after selling […]

Keystone Wealth Services LLC trimmed its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,913 shares of the biopharmaceutical company’s stock after selling 205 shares during the period. Keystone Wealth […]

Keystone Wealth Services LLC lessened its stake in shares of Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO – Free Report) by 59.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 6,784 shares of the company’s stock after selling 10,137 shares during the […]

Keystone Wealth Services LLC decreased its holdings in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 24.0% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,197 shares of the exchange traded fund’s stock after selling 378 shares during the period. Keystone Wealth Services LLC’s holdings in iShares Russell 2000 […]

Keystone Wealth Services LLC trimmed its position in Target Co. (NYSE:TGT – Free Report) by 18.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 3,065 shares of the retailer’s stock after selling 700 shares during the period. Keystone Wealth Services LLC’s holdings in Target were worth $437,000 as of its most recent filing […]

Keystone Wealth Services LLC cut its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 22.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 3,426 shares of the financial services provider’s stock after selling 975 shares during the quarter. Keystone Wealth Services LLC’s holdings in Charles Schwab were worth […]

Keystone Wealth Services LLC trimmed its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 17.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 684 shares of the company’s stock after selling 144 shares during the period. Keystone Wealth Services LLC’s holdings in Eli […]

Keystone Wealth Services LLC cut its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 22.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,426 shares of the financial services provider’s stock after selling 975 shares […]