Edmonds Duncan Registered Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Edmonds Duncan Registered Investment Advisors, LLC
- $446 Million
- Q3 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 906,065 shares of SPDW stock, worth $31.8 Million. This represents 7.62% of its overall portfolio holdings.
Number of Shares
906,065
Previous 852,162
6.33%
Holding current value
$31.8 Million
Previous $29.9 Million
13.84%
% of portfolio
7.62%
Previous 7.3%
Shares
19 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.17 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.87 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$955 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$616 Million16.39% of portfolio