Key FInancial »

Advisors Inner Circle shares owned by Key FInancial

Quarter-by-quarter ownership of Advisors Inner Circle (CAMX) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in Advisors Inner Circle

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle held by Key FInancial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Advisors Inner Circle by Key FInancial

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5k 87 29.26
2023-12-31 $2.3k 87 26.39
2023-09-30 $2.1k 87 24.57
2023-06-30 $2.1k 87 24.67
2023-03-31 $2.0k 87 23.49

More positions owned by Key FInancial

Apple (AAPL)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Wisdomtree Tr Glb Us Qtly Div (DNL)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Microsoft Corporation (MSFT)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Eafe Grwth Etf (EFG)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Exxon Mobil Corporation (XOM)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)

View all positions for Key FInancial

Top funds holding Advisors Inner Circle

Cambiar Investors
Kohmann Bosshard Financial Services
Steward Partners Investment Advisory
Waddell & Associates
Benjamin Edwards
Bank of America Corporation
Morgan Stanley
Key FInancial
UBS Group

View all funds holding Advisors Inner Circle