Key Client Fiduciary Advisors, LLC BKDV Holdings History
Key Client Fiduciary Advisors, LLC's BNY Mellon Dynamic Value ETF Holding Summary
As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 70,875.00 shares of BNY Mellon Dynamic Value ETF(BKDV), totaling $1.89 Mil. This investment constitutes 0.76% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0.52% of the outstanding BNY Mellon Dynamic Value ETF(BKDV) stock.
The initial trade took place in 2025Q1. And since then Key Client Fiduciary Advisors, LLC has made 2 purchases of BKDV, at an average price of $25.34, for a total of 70,875.00 shares. Based on historical transaction data and BKDV's current price of $26.96, Key Client Fiduciary Advisors, LLC's estimated gain on his BKDV holdings is $114,952.25, reflecting a 6.40% gain to date.
Key Client Fiduciary Advisors, LLC BKDV ($26.96) Holding Chart
Key Client Fiduciary Advisors, LLC BKDV ($26.96) 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 % | |||
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