Edmonds Duncan Registered Investment Advisors, LLC Ishares Tr Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$446 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2017 Nov 13, 2017	SELL	N/A	-59,189 Closed	0 $0
Q2 2017 Aug 10, 2017	BUY	N/A	59,189	59,189 $1.94 Million

Others Institutions Holding IDV

# of Institutions

479

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$291 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$185 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$145 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$102 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$71.8 Million
0.02% of portfolio

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