Key Client Fiduciary Advisors, LLC ETF Ser Solutions Aam Low Dura Transaction History
Key Client Fiduciary Advisors, LLC
- $182 Million
- Q2 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in ETF Ser Solutions Aam Low Dura stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 54,648 shares of PFLD stock, worth $1.15 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
54,648
Previous 56,548
3.36%
Holding current value
$1.15 Million
Previous $1.2 Million
3.93%
% of portfolio
0.63%
Previous 0.71%
Shares
11 transactions
Others Institutions Holding PFLD
# of Institutions
53Shares Held
10.4MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.8MShares$79.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.3MShares$27.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC704KShares$14.8 Million0.01% of portfolio
-
Rainey & Randall Investment Management Inc. Celebration, FL598KShares$12.6 Million3.13% of portfolio
-
Coppell Advisory Solutions LLC Coppell, TX405KShares$8.52 Million1.4% of portfolio