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Key shares owned by Consilium Wealth Advisory

Quarter-by-quarter ownership of Key (KEY) shares owned by Consilium Wealth Advisory from 13F filings

Historical chart of Consilium Wealth Advisory investment in Key

Tip: Access up to 7 years of quarterly data

All positions including Key held by Consilium Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Key by Consilium Wealth Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $508k 25k 20.05

More positions owned by Consilium Wealth Advisory

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core 60/40 Balan (AOR)
Apple (AAPL)
Trane Technologies SHS (TT)
NVIDIA Corporation (NVDA)
Wells Fargo & Company (WFC)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Euro (IEUR)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core 80/20 Aggre (AOA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Consilium Wealth Advisory

Top funds holding Key

Bank of Nova Scotia
Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Geode Capital Management
Wellington Management Company
Invesco
Goldman Sachs Group
Morgan Stanley
Hanna Zanoni
North Reef Capital Management
Capital World Investors

View all funds holding Key