Key Client Fiduciary Advisors, LLC Sells in Q4 2024

Key Client Fiduciary Advisors, LLC

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchange Traded Fd
-1.6K
- 2.4%
N/A
65.2K $0
BA
Boeing CO

Industrials
-180
- 10.77%
$138.14 - $180.72 $24.9K - $32.5K
1.49K $263K
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.49%
$570.51 - $610.59 $2.85K - $3.05K
1.02K $601K
VBK
Vanguard Small Cap Growth ETF

ETFs
-44
- 2.41%
$264.18 - $304.19 $11.6K - $13.4K
1.78K $499K
CSCO
Cisco Systems, Inc.

Technology
-592
- 6.73%
$52.45 - $60.02 $31.1K - $35.5K
8.2K $485K
FINX
Global X Fds Fintech ETF (De)

ETFs
-500
- 4.22%
$27.48 - $34.32 $13.7K - $17.2K
11.3K $353K
MO
Altria Group, Inc.

Consumer Defensive
-89
- 0.41%
$49.06 - $57.74 $4.37K - $5.14K
21.7K $1.14M
ARCC
Ares Capital Corp

Financial Services
-1.03K
- 1.52%
$20.74 - $22.27 $21.3K - $22.9K
66.7K $1.46M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-279
- 1.77%
$58.39 - $67.04 $16.3K - $18.7K
15.5K $980K
SKYY
First Trust Cloud Computing Et

ETFs
-141
- 3.55%
$99.98 - $130.46 $14.1K - $18.4K
3.83K $456K
ADP
Automatic Data Processing Inc

Industrials
-48
- 1.16%
$280.08 - $307.97 $13.4K - $14.8K
4.1K $1.2M
WFC
Wells Fargo & Company

Financial Services
-451
- 6.77%
$54.98 - $77.35 $24.8K - $34.9K
6.21K $435K
NFLX
Netflix Inc

Communication Services
-1
- 0.26%
$687.65 - $936.56 $688 - $937
382 $340K
CRWD
Crowd Strike Holdings, Inc.

Technology
-36
- 2.61%
$275.15 - $388.2 $9.91K - $14K
1.34K $458K
DIS
Walt Disney CO

Communication Services
-534
- 5.89%
$92.39 - $117.6 $49.3K - $62.8K
8.54K $950K
CRM
Salesforce, Inc.

Technology
-565
- 11.97%
$270.87 - $367.87 $153K - $208K
4.16K $1.39M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-816
- 3.12%
$77.25 - $91.3 $63K - $74.5K
25.4K $2.17M
BAC
Bank Of America Corp

Financial Services
-794
- 2.09%
$39.22 - $47.77 $31.1K - $37.9K
37.3K $1.64M
JPM
Jpmorgan Chase & CO

Financial Services
-39
- 0.53%
$205.18 - $250.29 $8K - $9.76K
7.3K $1.75M
GOOGL
Alphabet Inc.

Communication Services
-115
- 1.18%
$161.86 - $196.66 $18.6K - $22.6K
9.6K $1.82M
AVGO
Broadcom Inc.

Technology
-97
- 2.4%
$159.67 - $250.0 $15.5K - $24.3K
3.95K $915K
PLTR
Palantir Technologies Inc.

Technology
-47
- 0.54%
$36.46 - $82.38 $1.71K - $3.87K
8.7K $657K
AAPL
Apple Inc.

Technology
-228
- 0.44%
$221.69 - $259.02 $50.5K - $59.1K
51.5K $12.9M
Activity Summary
Buys All Purchases 96 New Holdings 6 Increased Positions 90 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 1 Puts 5
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