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 187,868 shares of SPEM stock, worth $8.03 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
187,868
Previous 178,181
5.44%
Holding current value
$8.03 Million
Previous $6.71 Million
15.54%
% of portfolio
1.74%
Previous 1.64%
Shares
19 transactions
Others Institutions Holding SPEM
# of Institutions
917Shares Held
208MCall Options Held
0Put Options Held
60-
Creative Planning Overland Park, KS22.7MShares$970 Million0.84% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$795 Million1.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.7MShares$458 Million0.17% of portfolio
-
Allworth Financial LP6.57MShares$281 Million1.49% of portfolio
-
Envestnet Asset Management Inc6.36MShares$272 Million0.08% of portfolio