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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $1,130,186 | 4,225 | 0.00 | 0.00 | -6 | -0.14 | 06-30-2024 |
| TESLA INC | COM | 52 | $1,099,305 | 5,555 | 0.00 | 0.00 | 1,930 | 53.24 | 06-30-2024 |
| ADVANCED MICRO DEVICES INC | COM | 53 | $1,086,783 | 6,700 | 0.00 | 0.00 | 1,060 | 18.79 | 06-30-2024 |
| MERCK & CO INC | COM | 54 | $1,076,405 | 8,695 | 0.00 | 0.00 | -3 | -0.03 | 06-30-2024 |
