Key Client Fiduciary Advisors, LLC Franklin U.S. Low Volatility H Transaction History
Key Client Fiduciary Advisors, LLC
- $182 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding LVHD
# of Institutions
90Shares Held
9.05MCall Options Held
0Put Options Held
0-
Albion Financial Group1.92MShares$77.5 Million5.21% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.16MShares$46.7 Million0.09% of portfolio
-
Morgan Stanley New York, NY1.08MShares$43.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.03MShares$41.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC554KShares$22.4 Million0.0% of portfolio