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 |
|---|---|---|---|---|---|---|---|---|---|
| LEAP THERAPEUTICS INC | COM NEW | 101 | $558,318 | 284,856 | 0.00 | 0.00 | 51,838 | 22.25 | 06-30-2024 |
| ISHARES TR | RUS TP200 GR ETF | 102 | $548,906 | 2,559 | 0.00 | 0.00 | 3 | 0.12 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 103 | $546,747 | 7,140 | 0.00 | 0.00 | 132 | 1.88 | 06-30-2024 |
| BLOCK INC | CL A | 104 | $540,555 | 8,382 | 0.00 | 0.00 | 753 | 9.87 | 06-30-2024 |
