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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