Key Client Fiduciary Advisors, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Key Client Fiduciary Advisors, LLC
- $196 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding QDEC
# of Institutions
101Shares Held
8.48MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2MShares$56.3 Million18.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ926KShares$26 Million0.06% of portfolio
-
Cetera Investment Advisers Schaumburg, IL486KShares$13.7 Million0.03% of portfolio
-
Ferguson Shapiro LLC439KShares$12.3 Million7.34% of portfolio
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Kaye Capital Management El Segundo, CA383KShares$10.8 Million4.71% of portfolio