Key Client Fiduciary Advisors, LLC Options Holdings

Key Client Fiduciary Advisors, LLC

  • $218 Million
  • Q2 2025

Options Holdings Table

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

Technology
PUT
$2.16 Million
9.9K
Q2 2025
Reduced 15.38%
CRM
Salesforce, Inc.

Technology
PUT
$1.01 Million
3.7K
Q4 2024
Reduced 13.95%
SLV
I Shares Silver Trust

ETFs
PUT
$32,000
1K
Q2 2025
Reduced 80.0%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $218 Million
  • Prior Value $196 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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