Key Client Fiduciary Advisors, LLC Franklin U.S. Low Volatility H Transaction History
Key Client Fiduciary Advisors, LLC
- $218 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding LVHD
# of Institutions
98Shares Held
6.67MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA1.12MShares$46 Million0.1% of portfolio
-
Morgan Stanley New York, NY1.05MShares$42.8 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC753KShares$30.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC477KShares$19.5 Million0.0% of portfolio
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Ubs Group Ag393KShares$16.1 Million0.0% of portfolio