Key Client Fiduciary Advisors, LLC MISL Holdings History
Key Client Fiduciary Advisors, LLC's First Trust Indxx Aerospace & Defense ETF Holding Summary
As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 308,961.00 shares of First Trust Indxx Aerospace & Defense ETF(MISL), totaling $11.54 Mil. This investment constitutes 4.67% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 7.19% of the outstanding First Trust Indxx Aerospace & Defense ETF(MISL) stock.
The initial trade took place in 2023Q3. And since then Key Client Fiduciary Advisors, LLC has made 3 purchases of MISL, at an average price of $23.47, for a total of 328,519.00 shares. In addition, there have been 5 sales at an average price of $29.25 for 19,558.00 shares. Based on historical transaction data and MISL's current price of $39.44, Key Client Fiduciary Advisors, LLC's estimated gain on his MISL holdings is $5.05 Mil, reflecting a 65.44% gain to date.
Key Client Fiduciary Advisors, LLC MISL ($39.44) Holding Chart
Key Client Fiduciary Advisors, LLC MISL ($39.44) 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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