Key Client Fiduciary Advisors, LLC First Tr Ex Tr Fd Viii Ft Cboe Transaction History
Key Client Fiduciary Advisors, LLC
- $242 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding FMAR
# of Institutions
129Shares Held
5.06MCall Options Held
0Put Options Held
0-
Raymond James & Associates St Petersburg, FL430KShares$19.9 Million0.01% of portfolio
-
Stephens Inc324KShares$15 Million0.2% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL260KShares$12.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc229KShares$10.6 Million0.0% of portfolio
-
Assetmark, Inc205KShares$9.51 Million0.02% of portfolio