Key Client Fiduciary Advisors, LLC John Hancock Exchange Traded Transaction History

Key Client Fiduciary Advisors, LLC

$201 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	BUY	$21.32 - $22.0 $221,834 - $228,910	10,405 New	10,405 $223,000

Others Institutions Holding JHMB

# of Institutions

12

Shares Held

2.73M

Call Options Held

0

Put Options Held

0

Manufacturers Life Insurance Company, The Toronto, A6

1.57M
Shares

$34.1 Million
0.03% of portfolio
Cabot Wealth Management Inc

685K
Shares

$14.9 Million
1.93% of portfolio
Flagship Harbor Advisors, LLC

174K
Shares

$3.77 Million
0.22% of portfolio
Fidelity D & D Bancorp Inc Dunmore, PA

163K
Shares

$3.53 Million
2.65% of portfolio
Commonwealth Equity Services, LLC

51.4K
Shares

$1.12 Million
0.0% of portfolio

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