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 | FST LOW OPPT EFT | 151 | $363,979 | 7,575 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BECTON DICKINSON & CO | COM | 152 | $363,886 | 1,557 | 0.00 | 0.00 | -158 | -9.21 | 06-30-2024 |
| HOWMET AEROSPACE INC | COM | 153 | $362,622 | 4,671 | 0.00 | 0.00 | 1 | 0.02 | 06-30-2024 |
| GE AEROSPACE | COM NEW | 154 | $362,456 | 2,280 | 0.00 | 0.00 | 31 | 1.38 | 06-30-2024 |
