Key Client Fiduciary Advisors, LLC First Tr Large Cap Value Call Options Transaction History
Key Client Fiduciary Advisors, LLC
- $218 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FTA
# of Institutions
224Shares Held
10.8MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.14MShares$169 Million0.01% of portfolio
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Ubs Group Ag955KShares$75.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC865KShares$68.3 Million0.03% of portfolio
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Envestnet Asset Management Inc415KShares$32.8 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC302KShares$23.9 Million0.0% of portfolio