Edmonds Duncan Registered Investment Advisors, LLC Purchases in Q3 2024

Edmonds Duncan Registered Investment Advisors, LLC

  • $446 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
41.6K
+ 7.41%
$48.51 - $52.86 $2.02M - $2.2M
604K $31.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
53.9K
+ 6.33%
$33.74 - $37.96 $1.82M - $2.05M
906K $34M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
45.7K
+ 6.56%
$44.65 - $47.21 $2.04M - $2.16M
743K $34.7M
SPYG
Spdr Portfolio

ETFs
20.7K
+ 5.62%
$73.38 - $84.1 $1.52M - $1.74M
389K $32.3M
IEF
Ishares Barclays

ETFs
13.7K
+ 5.09%
$92.67 - $99.14 $1.27M - $1.36M
283K $27.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.88K
+ 6.03%
$149.02 - $167.67 $728K - $819K
85.8K $14.4M
VBR
Vanguard Small Cap Value ETF

ETFs
3.75K
+ 5.65%
$179.99 - $201.6 $676K - $757K
70.2K $14.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
33.3K
+ 6.87%
$24.06 - $26.97 $802K - $899K
519K $13.9M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
66.4K
+ 6.63%
$25.19 - $25.5 $1.67M - $1.69M
1.07M $27.2M
VIG
Vanguard Dividend Appreciation

ETFs
8.72K
+ 5.27%
$182.15 - $182.15 $1.59M - $1.59M
174K $31.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.23K
+ 5.24%
$240.48 - $267.94 $535K - $596K
44.7K $12M
EEMV
Ishares Msci Emerging Markets

ETFs
8.25K
+ 6.22%
$56.77 - $63.31 $468K - $522K
141K $8.83M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.69K
+ 5.44%
$36.02 - $41.68 $349K - $404K
188K $7.76M
TPYP
Managed Portfolio Ser Tortoise

ETFs
9.75K
+ 4.45%
$28.68 - $32.0 $280K - $312K
229K $7.19M
VTV
Vanguard Value ETF

ETFs
799
+ 1.68%
$159.75 - $174.57 $128K - $139K
48.3K $8.43M
AAPL
Apple Inc.

Technology
171
+ 0.61%
$207.23 - $234.82 $35.4K - $40.2K
28K $6.52M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.44K
+ 4.61%
$41.02 - $46.01 $182K - $204K
101K $4.58M
SPMD
Spdr Portfolio

ETFs
4.28K
+ 6.9%
$50.29 - $54.92 $215K - $235K
66.3K $3.63M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.11K
+ 4.57%
$127.29 - $141.5 $141K - $157K
25.4K $3.55M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
21.1K
+ 8.98%
$9.67 - $10.51 $204K - $222K
256K $2.7M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
14.8K
+ 5.48%
$12.0 - $13.08 $177K - $193K
285K $3.71M
IVE
Ishares S&P 500 Value ETF

ETFs
85
+ 0.4%
$181.06 - $197.17 $15.4K - $16.8K
21.3K $4.19M
FPE
First Tr Pfd Secs & Income ETF

ETFs
12K
+ 8.08%
$17.35 - $18.22 $207K - $218K
160K $2.9M
PBP
Invesco Exchange Traded Fd Tr

ETFs
8.28K
+ 4.24%
$21.12 - $22.94 $175K - $190K
203K $4.64M
IEFA
Ishares Tr

ETFs
3.17K
+ 26.69%
$70.09 - $78.74 $222K - $249K
15K $1.17M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 0.76%
$405.19 - $478.57 $16.2K - $19.1K
5.31K $2.44M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.27K
+ 2.34%
$84.77 - $97.13 $107K - $123K
55.5K $5.31M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
6.06K
New
$29.24 - $45.37 $177K - $275K
6.06K $272K
IJS
Ishares S&P Smallcap 600 Value

ETFs
417
+ 2.06%
$95.81 - $109.03 $40K - $45.5K
20.7K $2.22M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.57K
+ 6.88%
$84.81 - $93.54 $133K - $147K
24.3K $2.24M
JCI
Johnson Controls International PLC

Industrials
2.91K
New
$65.52 - $77.61 $190K - $225K
2.91K $225K
T
At&T Inc.

Communication Services
10.1K
New
$18.21 - $22.28 $184K - $225K
10.1K $222K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.71K
New
$71.9 - $79.86 $195K - $217K
2.71K $215K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.1%
$245.82 - $304.51 $983 - $1.22K
4.19K $1.28M
LNT
Alliant Energy Corp

Utilities
3.42K
New
$50.74 - $60.74 $174K - $208K
3.42K $207K
ASTS
Ast Space Mobile, Inc.

Communication Services
7.88K
New
$10.72 - $38.6 $84.4K - $304K
7.88K $205K
TSLA
Tesla, Inc.

Consumer Cyclical
52
+ 1.79%
$191.76 - $263.26 $9.97K - $13.7K
2.96K $775K
UNP
Union Pacific Corp

Industrials
18
+ 0.2%
$221.78 - $256.09 $3.99K - $4.61K
8.93K $2.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
417
+ 3.32%
$111.9 - $124.28 $46.7K - $51.8K
13K $1.61M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7.91K
+ 7.97%
$16.42 - $18.12 $130K - $143K
107K $1.93M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
7.99K
+ 16.33%
$12.94 - $14.0 $103K - $112K
57K $793K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
9.58K
+ 8.16%
$8.72 - $9.6 $83.5K - $92K
127K $1.22M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
5.48K
+ 8.1%
$18.63 - $20.45 $102K - $112K
73.1K $1.49M
META
Meta Platforms, Inc.

Communication Services
56
+ 3.58%
$453.41 - $572.44 $25.4K - $32.1K
1.62K $927K
EVRG
Evergy, Inc.

Utilities
12
+ 0.08%
$52.46 - $62.01 $630 - $744
14.4K $891K
CFFN
Capitol Federal Financial, Inc.

Financial Services
636
+ 0.17%
$5.34 - $6.75 $3.4K - $4.29K
365K $2.13M
WMT
Walmart Inc.

Consumer Defensive
30
+ 0.36%
$66.91 - $81.4 $2.01K - $2.44K
8.4K $678K
AFL
Aflac Inc

Financial Services
15
+ 0.32%
$88.52 - $111.8 $1.33K - $1.68K
4.77K $532K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.14%
$105.53 - $118.34 $1.37K - $1.54K
9.62K $1.13M
Activity Summary
Buys All Purchases 88 New Holdings 6 Increased Positions 82 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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