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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -0.72 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 202 | $230,268 | 1,262 | 0.00 | 0.00 | 35 | 2.85 | 06-30-2024 |
| FRANKLIN ETF TR | SHRT DUR US GOVT | Liquidated | $0 | 0 | 0.00 | 2,544 | +Inf | 06-30-2024 | |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | 204 | $227,392 | 5,506 | 0.00 | 5,506 | +Inf | 06-30-2024 |
