Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Key Client Fiduciary Advisors

Latest statistics and disclosures from Key Client Fiduciary Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are RDVY, GLXY, AAPL, PVAL, CIBR, and represent 22.65% of Key Client Fiduciary Advisors's stock portfolio.
Added to shares of these 10 stocks: CIBR (+$9.6M), IYK (+$8.6M), PVAL, AMZN, CRM, V, TRFM, GARP, XMVM, VOO.
Started 12 new stock positions in KNGZ, RR, INFL, COPP, VB, CIFR, LHX, XMVM, JEPI, CIBR. YYY, PURR.
Reduced shares in these 10 stocks: MISL (-$13M), MLPX, LB, WMT, SPY, XNOV, TSLA, VST, ABT, CEF.
Sold out of its positions in ABT, STRV, CAG, QQQE, MISL, GSLC, QCOM, IPO, CEF, UNP. VST.
Key Client Fiduciary Advisors was a net buyer of stock by $10M.
Key Client Fiduciary Advisors has $294M in assets under management (AUM), dropping by 0.31%.
Central Index Key (CIK): 0001912612

Tip: Access up to 7 years of quarterly data

Positions held by Key Client Fiduciary Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Key Client Fiduciary Advisors

Key Client Fiduciary Advisors holds 207 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Risng Divd Achiv (RDVY)	6.5	$19M		281k	68.28	View chart
Galaxy Digital Cl A (GLXY)	5.6	$17M		901k	18.45	View chart
Apple (AAPL)	4.0	$12M		46k	253.79	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	3.3	$9.6M	+53%	207k	46.40	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	3.2	$9.6M	NEW	152k	62.68	View chart
First Tr Exchange-traded SHS (FDL)	3.2	$9.3M		183k	50.80	View chart
Ishares Tr Us Consm Staples (IYK)	3.0	$8.9M	+2816%	127k	70.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.7	$8.1M	-5%	12k	650.35	View chart
Amazon (AMZN)	2.7	$7.9M	+29%	38k	208.27	View chart
NVIDIA Corporation Call Option (NVDA)	2.5	$7.3M		42k	174.40	View chart
Microsoft Corporation (MSFT)	2.2	$6.4M	+6%	17k	370.18	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.2	$6.4M	+3%	161k	39.43	View chart
Tesla Motors Call Option (TSLA)	1.9	$5.6M	-5%	15k	371.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$5.3M	+3%	9.1k	577.18	View chart
First Tr Exchange-traded Growth Strength (FTGS)	1.7	$4.9M		144k	34.05	View chart
Annaly Capital Management In Com New (NLY)	1.4	$4.1M	+2%	194k	21.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$4.0M	+11%	6.7k	597.58	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.2	$3.6M		79k	45.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$3.1M	+7%	11k	287.55	View chart
Oracle Corporation Put Option (ORCL)	1.0	$3.1M		21k	147.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.9	$2.6M	+7%	34k	76.54	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$2.6M	+4%	44k	59.78	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.9	$2.6M		58k	44.80	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.8	$2.4M		21k	114.91	View chart
JPMorgan Chase & Co. (JPM)	0.8	$2.4M		8.3k	294.16	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$2.3M	-7%	21k	110.78	View chart
First Tr Exchange-traded SHS (FVD)	0.8	$2.3M	+4%	48k	47.03	View chart
Etf Ser Solutions Aam Transformers (TRFM)	0.7	$2.2M	+25%	47k	46.45	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.2M		13k	169.67	View chart
Public Service Enterprise (PEG)	0.7	$2.1M		27k	80.95	View chart
International Business Machines (IBM)	0.7	$2.1M	+2%	8.6k	242.40	View chart
Vertiv Holdings Com Cl A (VRT)	0.7	$2.0M	+3%	8.1k	250.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.0M		4.1k	479.20	View chart
Wal-Mart Stores (WMT)	0.7	$1.9M	-42%	16k	124.28	View chart
Meta Platforms Cl A (META)	0.7	$1.9M	+5%	3.4k	572.12	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$1.9M	+3%	38k	50.81	View chart
Landbridge Company Cl A Call Option (LB)	0.6	$1.9M	-49%	27k	69.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (XNOV)	0.6	$1.9M	-20%	50k	37.40	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.6	$1.9M	+8%	32k	57.94	View chart
Bank of America Corporation (BAC)	0.6	$1.8M		36k	48.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.8M	+2%	8.2k	215.06	View chart
Village Farms International (VFF)	0.6	$1.8M	+3%	616k	2.84	View chart
Prudential Financial (PRU)	0.6	$1.7M	-3%	17k	97.69	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.6	$1.7M	+17%	25k	67.47	View chart
Advanced Micro Devices (AMD)	0.6	$1.7M	+6%	8.3k	203.43	View chart
Altria (MO)	0.5	$1.6M		24k	65.99	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.5	$1.5M		34k	44.85	View chart
salesforce (CRM)	0.5	$1.4M	+87%	7.7k	186.68	View chart
At&t (T)	0.5	$1.4M	-6%	49k	28.99	View chart
Verizon Communications (VZ)	0.5	$1.4M	-4%	28k	50.20	View chart
Broadcom (AVGO)	0.5	$1.3M		4.3k	309.52	View chart
Palantir Technologies Cl A (PLTR)	0.5	$1.3M	-5%	9.1k	146.28	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.4	$1.3M	+23%	75k	17.15	View chart
Abbvie (ABBV)	0.4	$1.3M	-5%	5.9k	217.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.3M	-4%	4.4k	286.87	View chart
Home Depot (HD)	0.4	$1.2M	-8%	3.7k	328.92	View chart
Ares Capital Corporation (ARCC)	0.4	$1.2M	+6%	65k	18.02	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.4	$1.1M	+24%	23k	49.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$1.1M		3.5k	320.80	View chart
Eli Lilly & Co. (LLY)	0.4	$1.1M	+2%	1.2k	920.09	View chart
Nextera Energy (NEE)	0.4	$1.1M		12k	92.88	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.0M	+5%	17k	62.56	View chart
Applied Materials (AMAT)	0.4	$1.0M	-2%	3.1k	341.74	View chart
Howmet Aerospace (HWM)	0.3	$1.0M		4.5k	230.48	View chart
British Amern Tob Sponsored Adr (BTI)	0.3	$936k		16k	58.47	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.3	$935k		41k	23.00	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$911k		8.3k	109.69	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.3	$911k	+14%	17k	54.84	View chart
Visa Com Cl A (V)	0.3	$910k	+160%	3.0k	302.28	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$903k	+27%	24k	38.42	View chart
Merck & Co (MRK)	0.3	$891k	+7%	7.4k	120.29	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$882k		17k	50.61	View chart
AmerisourceBergen (COR)	0.3	$861k	+31%	2.7k	314.19	View chart
Enbridge (ENB)	0.3	$853k	-4%	16k	54.14	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$851k	+77%	15k	55.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$842k	-2%	4.4k	191.90	View chart
Pfizer (PFE)	0.3	$808k	+2%	29k	28.08	View chart
Netflix (NFLX)	0.3	$795k	+85%	8.3k	96.15	View chart
Goldman Sachs (GS)	0.3	$794k	+19%	939.00	845.85	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$788k		9.0k	87.84	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$786k		8.5k	92.76	View chart
Costco Wholesale Corporation (COST)	0.3	$783k		786.00	996.55	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$781k	-2%	7.6k	103.36	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$774k		9.8k	78.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$739k	-6%	1.7k	430.29	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$728k	+10%	13k	54.55	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$716k		2.9k	248.86	View chart
3M Company (MMM)	0.2	$702k		4.8k	145.22	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$696k	+2%	41k	17.11	View chart
Ishares Tr Msci Usa Quality (GARP)	0.2	$679k	+185%	11k	63.97	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$666k		1.4k	463.19	View chart
Caterpillar (CAT)	0.2	$657k	+2%	927.00	708.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$647k		991.00	653.14	View chart
Ge Aerospace Com New (GE)	0.2	$644k		2.3k	283.83	View chart
Automatic Data Processing (ADP)	0.2	$641k		3.2k	203.15	View chart
Lowe's Companies (LOW)	0.2	$636k		2.7k	236.31	View chart
Corning Incorporated (GLW)	0.2	$631k		4.6k	135.96	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$628k		5.9k	106.01	View chart
Etf Ser Solutions Aam S&p 500 (SPDV)	0.2	$620k		17k	37.23	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.2	$616k	+5%	14k	44.62	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$610k	+36%	9.0k	68.14	View chart
Consolidated Edison (ED)	0.2	$609k		5.4k	113.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$606k	+8%	9.4k	64.08	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$601k	-11%	12k	49.37	View chart
Johnson & Johnson (JNJ)	0.2	$588k	-2%	2.4k	244.48	View chart
CVS Caremark Corporation (CVS)	0.2	$587k	+2%	8.2k	71.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$578k	-16%	19k	30.68	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$577k	-2%	1.5k	390.44	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$572k		4.4k	131.24	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$567k		3.9k	146.60	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$553k		9.0k	61.26	View chart
Procter & Gamble Company (PG)	0.2	$549k		3.8k	144.45	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$536k		2.5k	217.24	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$532k		31k	17.32	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$530k		1.8k	302.17	View chart
Cisco Systems (CSCO)	0.2	$525k		6.8k	77.59	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.2	$517k		6.9k	75.09	View chart
Chevron Corporation (CVX)	0.2	$516k		2.5k	206.88	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$516k	+3%	3.5k	145.96	View chart
Coca-Cola Company (KO)	0.2	$513k	-9%	6.7k	76.05	View chart
Wells Fargo & Company (WFC)	0.2	$505k	+3%	6.3k	79.61	View chart
Lam Research Corp Com New (LRCX)	0.2	$504k		2.4k	213.64	View chart
Walt Disney Company (DIS)	0.2	$489k	-13%	5.1k	96.39	View chart
McDonald's Corporation (MCD)	0.2	$482k	-3%	1.6k	310.74	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$465k	+6%	1.4k	328.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$455k	+11%	651.00	698.20	View chart
Spdr Series Trust State Street Spd (XOP)	0.2	$451k		2.5k	181.83	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.1	$440k	NEW	6.8k	65.12	View chart
CSX Corporation (CSX)	0.1	$439k		11k	41.05	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$438k	+2%	6.5k	67.12	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$424k		4.3k	97.90	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$418k	+36%	11k	39.13	View chart
Southern Company (SO)	0.1	$408k	-3%	4.2k	96.53	View chart
Devon Energy Corporation (DVN)	0.1	$404k		8.0k	50.32	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$393k		6.1k	63.94	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$391k	+7%	4.5k	86.41	View chart
Ge Vernova (GEV)	0.1	$383k		439.00	872.90	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$378k	+2%	4.0k	93.65	View chart
Shell Spon Ads (SHEL)	0.1	$374k	-8%	4.0k	93.00	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$372k		6.6k	56.58	View chart
Americas Gold And Silver Cor Com New (USAS)	0.1	$371k	+255%	71k	5.22	View chart
Texas Pacific Land Corp (TPL)	0.1	$365k		768.00	474.56	View chart
Waste Management (WM)	0.1	$364k	+9%	1.6k	229.81	View chart
Uber Technologies (UBER)	0.1	$361k	-5%	5.0k	71.93	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$361k	+4%	941.00	383.40	View chart
Amgen (AMGN)	0.1	$359k		1.0k	351.78	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$358k	+93%	36k	10.03	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$357k		11k	33.22	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$356k		3.0k	117.67	View chart
Novartis Sponsored Adr (NVS)	0.1	$355k		2.3k	152.75	View chart
D-wave Quantum (QBTS)	0.1	$352k	-30%	24k	14.43	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$348k	-89%	4.7k	73.94	View chart
First Tr Exchange Traded Nasdaq Buywrite (FTQI)	0.1	$344k	+18%	17k	19.92	View chart
Garmin SHS (GRMN)	0.1	$343k		1.5k	232.01	View chart
Sol Strategies (STKE)	0.1	$326k	+34%	331k	0.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$325k	+2%	3.6k	90.53	View chart
Block Cl A (XYZ)	0.1	$324k	-8%	5.4k	60.17	View chart
Micron Technology (MU)	0.1	$323k	+9%	955.00	337.78	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$318k		2.9k	109.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$316k	NEW	5.6k	56.68	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$311k		5.1k	61.65	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$309k	+22%	2.9k	107.29	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.1	$305k		6.5k	46.91	View chart
Pepsi (PEP)	0.1	$299k		1.9k	155.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$298k	+16%	5.2k	56.79	View chart
Raytheon Technologies Corp (RTX)	0.1	$296k	+22%	1.5k	192.96	View chart
Phillips 66 (PSX)	0.1	$286k		1.6k	182.15	View chart
Strategy Cl A New (MSTR)	0.1	$273k	+36%	2.2k	124.80	View chart
PNC Financial Services (PNC)	0.1	$269k		1.3k	208.09	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$268k		2.7k	99.98	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$266k		3.2k	81.98	View chart
Cipher Mining Call Option (CIFR)	0.1	$264k	NEW	21k	12.69	View chart
Boeing Company (BA)	0.1	$262k		1.3k	199.03	View chart
International Paper Company (IP)	0.1	$261k	-3%	7.3k	35.70	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$255k	-11%	14k	17.75	View chart
First Tr Exchange-traded Dividend Strngth (FTDS)	0.1	$252k	+2%	4.2k	60.33	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$250k	+7%	741.00	337.95	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.1	$250k		7.1k	35.14	View chart
General Dynamics Corporation (GD)	0.1	$249k		724.00	343.30	View chart
Sprott Fds Tr Copper Miner Etf (COPP)	0.1	$245k	NEW	6.9k	35.72	View chart
Deere & Company (DE)	0.1	$243k		432.00	562.90	View chart
Analog Devices (ADI)	0.1	$240k		755.00	318.04	View chart
Comcast Corp Cl A (CMCSA)	0.1	$234k		8.1k	28.71	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.1	$232k	NEW	4.5k	52.06	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$231k		2.1k	109.00	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.1	$231k		2.5k	92.35	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$227k		2.5k	91.52	View chart
Spdr Series Trust State Street Spd (XSD)	0.1	$226k		694.00	326.15	View chart
L3harris Technologies (LHX)	0.1	$222k	NEW	642.00	345.08	View chart
Sofi Technologies (SOFI)	0.1	$218k	-9%	14k	15.88	View chart
Becton, Dickinson and (BDX)	0.1	$213k		1.4k	157.23	View chart
Philip Morris International (PM)	0.1	$212k		1.3k	165.39	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$210k		1.9k	110.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$209k	NEW	798.00	261.90	View chart
Adobe Systems Incorporated (ADBE)	0.1	$202k		831.00	243.08	View chart
First Tr Exchange Traded First Trust S&p (KNGZ)	0.1	$200k	NEW	5.6k	36.02	View chart
Ford Motor Company (F)	0.1	$169k	-7%	15k	11.54	View chart
San Juan Basin Rty Tr Unit Ben Int (SJT)	0.1	$156k	+9%	33k	4.80	View chart
Amplify Etf Tr Cef High Income (YYY)	0.1	$153k	NEW	14k	11.03	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$140k	-11%	19k	7.55	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.0	$121k		18k	6.88	View chart
Agenus Com New (AGEN)	0.0	$84k	-7%	25k	3.34	View chart
Cypherpunk Technologies Com New Call Option (CYPH)	0.0	$73k	+8%	91k	0.79	View chart
Hyperliquid Strategies (PURR)	0.0	$51k	NEW	10k	5.09	View chart
Cytosorbents Corp Com New (CTSO)	0.0	$44k		79k	0.57	View chart
Gevo Com Par (GEVO)	0.0	$30k	-12%	11k	2.73	View chart
Richtech Robotics CL B (RR)	0.0	$28k	NEW	14k	2.09	View chart

Past Filings by Key Client Fiduciary Advisors

SEC 13F filings are viewable for Key Client Fiduciary Advisors going back to 2021

Key Client Fiduciary Advisors 2026 Q1 filed April 9, 2026
Key Client Fiduciary Advisors 2025 Q4 filed Jan. 28, 2026
Key Client Fiduciary Advisors 2025 Q3 filed Oct. 14, 2025
Key Client Fiduciary Advisors 2025 Q2 filed July 9, 2025
Key Client Fiduciary Advisors 2025 Q1 filed April 10, 2025
Key Client Fiduciary Advisors 2024 Q4 filed Jan. 17, 2025
Key Client Fiduciary Advisors 2024 Q3 filed Oct. 18, 2024
Key Client Fiduciary Advisors 2024 Q2 filed July 16, 2024
Key Client Fiduciary Advisors 2024 Q1 filed April 15, 2024
Key Client Fiduciary Advisors 2023 Q4 filed Jan. 9, 2024
Key Client Fiduciary Advisors 2023 Q3 filed Nov. 14, 2023
Key Client Fiduciary Advisors 2023 Q2 filed July 13, 2023
Key Client Fiduciary Advisors 2023 Q1 filed April 25, 2023
Key Client Fiduciary Advisors 2022 Q4 filed Jan. 17, 2023
Key Client Fiduciary Advisors 2022 Q3 filed Oct. 12, 2022
Key Client Fiduciary Advisors 2022 Q2 filed July 19, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z