Edmonds Duncan Registered Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Edmonds Duncan Registered Investment Advisors, LLC
- $410 Million
- Q2 2024
A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 852,162 shares of SPDW stock, worth $30.5 Million. This represents 7.3% of its overall portfolio holdings.
Number of Shares
852,162
Previous 872,642
2.35%
Holding current value
$30.5 Million
Previous $31.3 Million
4.42%
% of portfolio
7.3%
Previous 7.63%
Shares
18 transactions
Others Institutions Holding SPDW
# of Institutions
938Shares Held
484MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.91 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$996 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$628 Million16.46% of portfolio