Key Client Fiduciary Advisors, LLC First Tr Large Cap Value Transaction History
Key Client Fiduciary Advisors, LLC
- $201 Million
- Q3 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 3,600 shares of FTA stock, worth $297,792. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,600
-0.0%
Holding current value
$297,792
Previous $264,000
7.58%
% of portfolio
0.14%
Previous 0.15%
Shares
5 transactions
Others Institutions Holding FTA
# of Institutions
211Shares Held
11.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.06MShares$170 Million0.01% of portfolio
-
Ubs Group Ag878KShares$72.6 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC797KShares$65.9 Million0.03% of portfolio
-
Envestnet Asset Management Inc545KShares$45.1 Million0.01% of portfolio
-
Kaydan Wealth Management, Inc. Fenton, MI374KShares$30.9 Million8.74% of portfolio