NYSEMKT: DFAU: $27.36 million (14.2% of AUM) NYSEMKT: SCHD: $12.01 million (6.2% of AUM) NYSEMKT: VIG: $10.42 million (5.4% of AUM) NASDAQ: VIGI: $9.09 million (4.7% of AUM) As of April 20, 2026, ...
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To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The firm, based in Lexington ...
GoalBased, offered through Keystone Financial Group, a registered investment advisor, has published its full fee schedule publicly without requiring a consultation call. Fees start at 0.85 percent ...
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 ...
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, ...
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