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  Name: Key Client Fiduciary Advisors LLC
  City: Fairfield
  State: NJ
  Zip: 07004
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $188,428,000
  Total Value Change : $16,901,000
  Securities Held Change : 13
   
All Securities Held : 183
  New Positions : 24
  Closed Positions : 11
  Increased Positions : 84
  Unchanged Positions : 12
  Decreased Positions : 63

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MMLG)1 Year Chart         MMLG First Trust Multimanager La... 188 Closed $0.00 $0 0 0% -455,000 -18,955 0    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 194 Closed $66.40 $0 0 0% -216,000 -3,510 0    N/A
   (BGS)1 Year Chart         BGS B&G Foods Inc 187 Closed $11.55 $0 0 0% -112,000 -10,702 0    Processed & Packaged ...
   (HACK)1 Year Chart         HACK Amplify Cybersecurity Etf 193 Closed $63.39 $0 0 0% -741,000 -12,273 0    N/A
   (XDEC)1 Year Chart         XDEC Ft Cboe Vest Us Equity Enh ... 186 Closed $0.00 $0 0 0% -480,000 -14,104 0    N/A
   (BR)1 Year Chart         BR Broadridge Financial Soluti... 192 Closed $190.46 $0 0 0% -662,000 -3,216 0    Business Services
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 185 Closed $62.03 $0 0 0% -442,000 -6,116 0    Food - Major Diversified
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 191 Closed $16.25 $0 0 0% -149,000 -10,779 0    Oil & Gas Pipelines &...
   (FNOV)1 Year Chart         FNOV Ft Cboe Vest Us Equity Buff... 184 Closed $0.00 $0 0 0% -610,000 -14,360 0    N/A
   (FMAR)1 Year Chart         FMAR Ft Cboe Vest Us Equity Buff... 190 Closed $0.00 $0 0 0% -391,000 -10,356 0    N/A
   (FJAN)1 Year Chart         FJAN Ft Cboe Vest Us Equity Buff... 189 Closed $0.00 $0 0 0% -494,000 -12,403 0    N/A

      11 Records Found
  1    
Page 1 of 1
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