Key Client Fiduciary Advisors, LLC First Tr Large Cap Value Transaction History
Key Client Fiduciary Advisors, LLC
- $196 Million
- Q1 2025
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 $256,355. This represents 0.14% of its overall portfolio holdings.
Number of Shares
3,600
Previous 3,600
-0.0%
Holding current value
$256,355
Previous $275,000
0.73%
% of portfolio
0.14%
Previous 0.14%
Shares
5 transactions
Others Institutions Holding FTA
# of Institutions
228Shares Held
11.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$155 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$71.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$60.4 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$32.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc417KShares$29.7 Million0.01% of portfolio