Key Client Fiduciary Advisors, LLC Options Holdings

Key Client Fiduciary Advisors, LLC

  • $196 Million
  • Q1 2025

Options Holdings Table

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

Technology
PUT
$1.64 Million
11.7K
Q4 2024
Reduced 17.61%
CRM
Salesforce, Inc.

Technology
PUT
$992,000
3.7K
Q4 2024
Reduced 13.95%
SLV
I Shares Silver Trust

ETFs
PUT
$154,000
5K
Q4 2024
Added 25.0%
AAPL
Apple Inc.

Technology
PUT
$133,000
600
Q1 2025
New holding
Agenus Inc
CALL
$0
2K
Q4 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $196 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 86 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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