On February 6, 2026, Keystone Financial Group disclosed a fourth-quarter purchase of 269,496 shares of VictoryShares Free Cash Flow ETF (NASDAQ:VFLO), an estimated $10.34 million trade based on ...
GoalBased, offered through Keystone Financial Group, a registered investment advisor, has published its full fee ...
Financial advisor Kathy Keadle has re-affilated her practice, Keystone Financial Services, with Securities America. Keadle’s Augusta, Ga.-based firm manages $140 million in assets and generates more ...
The fund is up about 10% year-to-date -- outperforming the S&P 500 by roughly 3 percentage points, while underperforming its Industrials category benchmark by about 3 percentage points. The iShares ...
The filing for the period ended September 30, 2025, reflects a buy that brought Chevron to 3.5% of reportable assets under management. Top holdings after the filing: SCHD: $167.92 million (48.8% of ...
Keystone Financial Services, an independent investment and wealth management firm based in Loveland, Colo., is joining Carson Institutional Alliance, a national partnership of advisory firms, Keystone ...
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Investment strategy focuses on tracking an index of 50 U.S. large- and mid-cap companies with strong free cash flow characteristics. Portfolio is constructed using a rules-based methodology, seeking ...
Keystone added 269,496 shares of VictoryShares Free Cash Flow ETF; estimated trade size was $10.34 million based on quarterly average price. Quarter-end position value rose by $13.75 million, ...