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 |
|---|---|---|---|---|---|---|---|---|---|
| ADOBE INC | COM | 101 | $503,086 | 997 | 0.00 | 0.00 | 42 | 4.40 | 03-31-2024 |
| CONSOLIDATED EDISON INC | COM | 102 | $499,614 | 5,502 | 0.00 | 0.00 | -143 | -2.53 | 03-31-2024 |
| ISHARES TR | RUS TP200 GR ETF | 103 | $498,762 | 2,556 | 0.00 | 0.00 | 143 | 5.93 | 03-31-2024 |
| AGENUS INC | COM NEW | 104 | $498,202 | 858,969 | 0.00 | 0.00 | 236,500 | 37.99 | 03-31-2024 |
