Kelly Financial Services LLC (0002023336) Files 13F-HR Form with SEC
In a recent 13F-HR filing submitted to the Securities and Exchange Commission, Kelly Financial Services LLC disclosed its holdings as of the end of the reporting period. This filing is significant as it provides investors and the public with insight into the investment strategies of the company. By detailing the securities held, purchased, and sold, the filing offers transparency into Kelly Financial Services LLC’s portfolio management decisions.
Kelly Financial Services LLC is a financial services firm that manages investments for clients. The company offers a range of services, including wealth management, financial planning, and investment advisory. With this 13F-HR filing, investors can better understand the firm’s investment approach and potential market insights. For more information about Kelly Financial Services LLC, visit their website here.
The 13F-HR filing submitted by Kelly Financial Services LLC is a quarterly report required by the SEC for institutional investment managers with assets under management above a certain threshold. This form provides a snapshot of the firm’s holdings at the end of the quarter, including information on the securities held, their market value, and any changes in holdings. Investors can use this information to track the investment activities of Kelly Financial Services LLC and make informed decisions.
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Kelly Financial Services LLC (0002023336) Submits 13F-HR Filing to SEC
