Number of Shares
14,130.00
Current Holdings Value*
$610,280.00
% of Portfolio
0.25%
Total Estimate Gain
$94,105.80
% of Total Estimate Gain
17.69%

Key Client Fiduciary Advisors, LLC's AAM Transformers ETF Holding Summary

As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 14,130.00 shares of AAM Transformers ETF(TRFM), totaling $610,280.00. This investment constitutes 0.25% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0.91% of the outstanding AAM Transformers ETF(TRFM) stock.

The initial trade took place in 2025Q2. And since then Key Client Fiduciary Advisors, LLC has made 1 purchases of TRFM, at an average price of $37.65, for a total of 14,130.00 shares. Based on historical transaction data and TRFM's current price of $44.31, Key Client Fiduciary Advisors, LLC's estimated gain on his TRFM holdings is $94,105.80, reflecting a 17.69% gain to date.

Key Client Fiduciary Advisors, LLC TRFM ($44.31) Holding Chart

Key Client Fiduciary Advisors, LLC TRFM ($44.31) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1