Key Client Fiduciary Advisors, LLC Invesco ETF Tr Ii S&P Global W Transaction History
Key Client Fiduciary Advisors, LLC
- $242 Million
- Q3 2025
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 6,614 shares of CGW stock, worth $422,568. This represents 0.18% of its overall portfolio holdings.
Number of Shares
6,614
Previous 6,614
-0.0%
Holding current value
$422,568
Previous $413,000
2.66%
% of portfolio
0.18%
Previous 0.19%
Shares
9 transactions
Others Institutions Holding CGW
# of Institutions
226Shares Held
6.53MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY871KShares$55.6 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.506KShares$32.3 Million3.03% of portfolio
-
Ubs Group Ag498KShares$31.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC433KShares$27.6 Million0.0% of portfolio
-
Weatherly Asset Management L. P.403KShares$25.7 Million2.0% of portfolio