Key Client Fiduciary Advisors, LLC TRFM Holdings History
Number of Shares
14,130.00
Current Holdings Value*
$610,280.00
% of Portfolio
0.25%
Total Estimate Gain
$85,627.80
% of Total Estimate Gain
16.10%
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 $43.71, Key Client Fiduciary Advisors, LLC's estimated gain on his TRFM holdings is $85,627.80, reflecting a 16.10% gain to date.
Key Client Fiduciary Advisors, LLC TRFM ($43.71) Holding Chart
Key Client Fiduciary Advisors, LLC TRFM ($43.71) 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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