Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY CLIENT FIDUCIARY ADVISORS LLC | 04-15-2024 | 03-31-2024 | 183 | 188,429,665 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $9,994,881 | 23,757 | 0.01 | 0.01 | -137 | -0.57 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 2 | $9,703,552 | 172,753 | 0.01 | 0.01 | -1,445 | -0.83 | 03-31-2024 |
| APPLE INC | COM | 3 | $8,549,670 | 49,858 | 0.00 | 0.01 | 2,886 | 6.14 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | INDXX AEROSPACE | 4 | $8,527,648 | 313,626 | 0.00 | 0.00 | -8,794 | -2.73 | 03-31-2024 |
