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 178,181 shares of SPEM stock, worth $7.3 Million. This represents 1.64% of its overall portfolio holdings.
Number of Shares
178,181
Previous 170,523
4.49%
Holding current value
$7.3 Million
Previous $6.17 Million
8.77%
% of portfolio
1.64%
Previous 1.51%
Shares
18 transactions
Others Institutions Holding SPEM
# of Institutions
772Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$942 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$739 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$376 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$255 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$233 Million0.01% of portfolio