Key Client Fiduciary Advisors, LLC First Tr ETF Iii Instl Pfd Sec Transaction History
Key Client Fiduciary Advisors, LLC
- $169 Million
- Q1 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr ETF Iii Instl Pfd Sec stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 21,921 shares of FPEI stock, worth $404,223. This represents 0.24% of its overall portfolio holdings.
Number of Shares
21,921
Previous 21,908
0.06%
Holding current value
$404,223
Previous $390,000
2.31%
% of portfolio
0.24%
Previous 0.25%
Shares
10 transactions
Others Institutions Holding FPEI
# of Institutions
155Shares Held
50.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY11.7MShares$216 Million0.02% of portfolio
-
Ubs Group Ag7.46MShares$138 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.42MShares$81.5 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A63.05MShares$56.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.48MShares$45.8 Million0.02% of portfolio