Key Client Fiduciary Advisors, LLC Closed Holding Positions

Key Client Fiduciary Advisors, LLC

  • $201 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TLRY
Tilray Brands, Inc.

Healthcare
Q2 2022 Filed on Jul 19, 2022
82,500
$3.11 - $7.48 $257K - $617K
JSML
Janus Detroit Str Tr Henderson

ETFs
Q2 2022 Filed on Jul 19, 2022
3,796
$44.67 - $57.69 $170K - $219K
DNL
Wiswisdomtree Tr

ETFs
Q2 2022 Filed on Jul 19, 2022
5,125
$31.69 - $40.37 $162K - $207K
IQDY
Flexshares International Quali

ETFs
Q2 2022 Filed on Jul 19, 2022
8,768
$23.35 - $29.08 $205K - $255K
NVAX
Novavax Inc

Healthcare
Q2 2022 Filed on Jul 19, 2022
33
$36.28 - $75.29 $1.2K - $2.48K
TLRY
Tilray Brands, Inc.

Healthcare
Q2 2022 Filed on Jul 19, 2022
251
$3.11 - $7.48 $781 - $1.88K
NVAX
Novavax Inc

Healthcare
Q2 2022 Filed on Jul 19, 2022
2,800
$36.28 - $75.29 $102K - $211K
Triterras Inc
Q1 2022 Filed on Apr 18, 2022
20,000
N/A
Triterras Inc Wt Exp 020221
Q1 2022 Filed on Apr 18, 2022
251,703
N/A
Triterras Inc
Q1 2022 Filed on Apr 18, 2022
8,500
N/A
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2022 Filed on Apr 18, 2022
2,480
$71.53 - $82.66 $177K - $205K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
5,000
$59.94 - $62.99 $300K - $315K
MAIN
Main Street Capital Corp

Financial Services
Q1 2022 Filed on Apr 18, 2022
4,825
$39.94 - $44.88 $193K - $217K
VNLA
Janus Henderson Short Duration

ETFs
Q1 2022 Filed on Apr 18, 2022
4,082
$48.9 - $49.56 $200K - $202K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on Apr 18, 2022
1,567
$122.95 - $129.16 $193K - $202K
FCG
First Tr Exchange Traded Fd

ETFs
Q1 2022 Filed on Apr 18, 2022
284,272
$17.85 - $25.38 $5.07M - $7.21M
DEO
Diageo PLC

Consumer Defensive
Q1 2022 Filed on Apr 18, 2022
962
$175.64 - $222.11 $169K - $214K
DATS
Dat Chat, Inc.

Technology
Q1 2022 Filed on Apr 18, 2022
22,900
$0.51 - $1.84 $11.7K - $42.1K
SAN
Banco Santander, S.A.

Financial Services
Q1 2022 Filed on Apr 18, 2022
18,234
$2.8 - $3.98 $51.1K - $72.6K
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