Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEY CLIENT FIDUCIARY ADVISORS LLC | 07-16-2024 | 06-30-2024 | 191 | 201,216,585 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 1 | $16,572,368 | 302,692 | 0.01 | 0.01 | 129,939 | 75.22 | 06-30-2024 |
| APPLE INC | COM | 2 | $10,802,706 | 51,290 | 0.01 | 0.00 | 1,432 | 2.87 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $10,601,358 | 23,719 | 0.01 | 0.01 | -38 | -0.16 | 06-30-2024 |
| FIRST TR EXCHANGE TRADED FD | INDXX AEROSPACE | 4 | $8,948,135 | 319,725 | 0.00 | 0.00 | 6,099 | 1.94 | 06-30-2024 |
