Key Client Fiduciary Advisors, LLC Options Holdings

Key Client Fiduciary Advisors, LLC

  • $182 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
ORCL
Oracle Corp

Technology
PUT
$2.01 Million
14.2K
Q2 2024
New holding
CRM
Salesforce, Inc.

Technology
PUT
$1.11 Million
4.3K
Q2 2024
New holding
SLV
I Shares Silver Trust

ETFs
PUT
$66,000
2.5K
Q2 2024
New holding
ACN
Accenture PLC

Technology
PUT
$60,000
200
Q2 2024
New holding
ADI
Analog Devices Inc

Technology
PUT
$45,000
200
Q2 2024
New holding
TSLA
Tesla, Inc.

Consumer Cyclical
PUT
$19,000
100
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $182 Million
  • Prior Value $169 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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