Key Client Fiduciary Advisors, LLC Options Holdings

Key Client Fiduciary Advisors, LLC

  • $201 Million
  • Q3 2024

Options Holdings Table

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

Technology
PUT
$2.42 Million
14.2K
Q2 2024
New holding
CRM
Salesforce, Inc.

Technology
PUT
$1.18 Million
4.3K
Q2 2024
New holding
SLV
I Shares Silver Trust

ETFs
PUT
$113,000
4K
Q3 2024
Added 60.0%
VFF
Village Farms International, Inc.

Consumer Defensive
CALL
$127,000
137K
Q3 2024
New holding
GLD
Spdr Gold Trust

ETFs
PUT
$48,000
200
Q3 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $201 Million
  • Prior Value $182 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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