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Keystone Financial Services (Nebraska)’s Harbor International Compounders ETF OSEA Stock Holding History

Keystone Financial Services (Nebraska)’s Portfolio OSEA Stock Details OSEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,584
Closed -$403K – 49
2024
Q4 		$403K Buy
+15,584
New +$426K 0.37% 33

Other funds holding OSEA

DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFWA
Paces Ferry Wealth Advisors Atlanta, Georgia $241M AUM 17.16% 1-Year Est. Return
AIM
AMI Investment Management Kendallville, Indiana $471M AUM 14.02% 1-Year Est. Return
GWM
GSB Wealth Management Guilford, Connecticut $443M AUM 17.59% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Keystone Financial Services (Nebraska)'s OSEA Position: Q1 2025 in Review

Keystone Financial Services (Nebraska) sold out of Harbor International Compounders ETF (OSEA) in Q1 2025, closing a stake of 15,584 shares — an estimated $403K sold.

Keystone Financial Services (Nebraska) first reported a position in OSEA in Q4 2024 and held it in 1 quarter. The position peaked at $403K in Q4 2024. 62 funds tracked by Wall St. Rank hold OSEA as of Q1 2025.

  • Keystone Financial Services (Nebraska) reported no remaining Harbor International Compounders ETF position as of Q1 2025 after selling out during the quarter.
  • Keystone Financial Services (Nebraska) sold 15,584 Harbor International Compounders ETF shares in Q1 2025, an estimated $403K.
  • Keystone Financial Services (Nebraska) first reported a position in Harbor International Compounders ETF in Q4 2024 and held it in 1 quarter.
  • Keystone Financial Services (Nebraska)'s Harbor International Compounders ETF position peaked at $403K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Harbor International Compounders ETF as of Q1 2025.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q1 2025, filed 25 Apr 2025.