Key Client Fiduciary Advisors, LLC First Tr Large Cap Value Transaction History
Key Client Fiduciary Advisors, LLC
- $169 Million
- Q1 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 3,800 shares of FTA stock, worth $277,058. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,800
Previous 3,800
-0.0%
Holding current value
$277,058
Previous $269,000
7.81%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding FTA
# of Institutions
203Shares Held
11.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.11MShares$154 Million0.01% of portfolio
-
Ubs Group Ag984KShares$71.7 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC866KShares$63.2 Million0.04% of portfolio
-
Envestnet Asset Management Inc551KShares$40.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC336KShares$24.5 Million0.0% of portfolio