Number of Shares
125,137.00
Current Holdings Value*
$6.63 Mil
% of Portfolio
5.62%
Total Estimate Gain
$-177,027.92
% of Total Estimate Gain
-2.52%

Keystone Financial Services, LLC's Franklin U.S. Mid Cap Multifactor Index ETF Holding Summary

As of 2025-03-31, Keystone Financial Services, LLC held 125,137.00 shares of Franklin U.S. Mid Cap Multifactor Index ETF(FLQM), totaling $6.63 Mil. This investment constitutes 5.62% of their stock portfolio, and Keystone Financial Services, LLC now holds 0.43% of the outstanding Franklin U.S. Mid Cap Multifactor Index ETF(FLQM) stock.

The initial trade took place in 2024Q4. And since then Keystone Financial Services, LLC has made 1 purchases of FLQM, at an average price of $56.14, for a total of 125,137.00 shares. Based on historical transaction data and FLQM's current price of $54.73, Keystone Financial Services, LLC's estimated gain on his FLQM holdings is $-177,027.92, reflecting a -2.52% gain to date.

Keystone Financial Services, LLC FLQM ($54.73) Holding Chart

Keystone Financial Services, LLC FLQM ($54.73) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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