Edmonds Duncan Registered Investment Advisors, LLC Closed Holding Positions

Edmonds Duncan Registered Investment Advisors, LLC

  • $446 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
9,081
$285.37 - $328.74 $2.59M - $2.99M
VB
Vanguard Small Cap ETF

ETFs
Q3 2020 Filed on Nov 04, 2020
12,850
$143.34 - $162.04 $1.84M - $2.08M
GILD
Gilead Sciences, Inc.

Healthcare
Q3 2020 Filed on Nov 04, 2020
2,952
$62.1 - $78.08 $183K - $230K
General Electric CO Com
Q3 2020 Filed on Nov 04, 2020
10,522
N/A
Fs Kkr Capital Corp Com
Q2 2020 Filed on Jul 31, 2020
10,468
N/A
IYY
Ishares Tr

ETFs
Q2 2020 Filed on Jul 31, 2020
1,881
$60.32 - $80.25 $113K - $151K
Global X Mlp ETF
Q2 2020 Filed on Jul 31, 2020
453,034
N/A
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
38,096
$121.75 - $210.58 $4.64M - $8.02M
NVCR
Novo Cure LTD

Healthcare
Q1 2020 Filed on Apr 07, 2020
2,419
$57.05 - $95.75 $138K - $232K
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on Apr 07, 2020
3,727
$25.25 - $53.75 $94.1K - $200K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2020 Filed on Apr 07, 2020
1,648
$105.05 - $134.27 $173K - $221K
IEMG
Ishares Inc

ETFs
Q1 2020 Filed on Apr 07, 2020
49,902
$36.22 - $55.44 $1.81M - $2.77M
ENR
Energizer Holdings, Inc.

Industrials
Q1 2020 Filed on Apr 07, 2020
4,025
$28.37 - $53.31 $114K - $215K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q1 2020 Filed on Apr 07, 2020
12,611
$12.99 - $27.62 $164K - $348K
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2020 Filed on Apr 07, 2020
4,408
$43.22 - $60.05 $191K - $265K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on Apr 07, 2020
10,505
$30.61 - $46.3 $322K - $486K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q4 2019 Filed on Jan 30, 2020
3,566
$60.05 - $60.17 $214K - $215K
EMB
Ishares Tr

ETFs
Q4 2019 Filed on Jan 30, 2020
2,919
$111.26 - $114.74 $325K - $335K
HYG
Ishares Tr

ETFs
Q2 2019 Filed on Aug 06, 2019
6,134
$84.65 - $87.61 $519K - $537K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q2 2019 Filed on Aug 06, 2019
85,513
$4.3 - $4.59 $368K - $393K
Dreyfus Mun Income Inc
Q2 2019 Filed on Aug 06, 2019
39,358
N/A
BHK
Blackrock Core Bond Trust

Financial Services
Q2 2019 Filed on Aug 06, 2019
126,438
$13.31 - $14.06 $1.68M - $1.78M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
Q2 2019 Filed on Aug 06, 2019
30,951
$10.97 - $11.74 $340K - $363K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q2 2019 Filed on Aug 06, 2019
44,484
$15.09 - $15.9 $671K - $707K
USA
Liberty All Star Equity Fund

Financial Services
Q2 2019 Filed on Aug 06, 2019
350,061
$5.92 - $6.44 $2.07M - $2.25M
Dreyfus Strategic Mun Bd Fd Com
Q4 2018 Filed on Feb 14, 2019
25,300
N/A
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q4 2018 Filed on Feb 14, 2019
14,622
$10.89 - $11.5 $159K - $168K
Sonic Corp
Q4 2018 Filed on Feb 14, 2019
7,060
N/A
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2018 Filed on Feb 14, 2019
8,655
N/A
Williams Partners L P Com Unit LTD Partnership Int
Q3 2018 Filed on Nov 14, 2018
14,765
N/A
OXY
Occidental Petroleum Corp

Energy
Q3 2018 Filed on Nov 14, 2018
2,400
$75.74 - $85.7 $182K - $206K
Westar Energy Inc Com
Q2 2018 Filed on Aug 09, 2018
16,174
N/A
Powershares S&P 500 Buywrite Portfolio ETF
Q2 2018 Filed on Aug 09, 2018
208,658
N/A
Dowdupont Inc Com
Q1 2018 Filed on May 23, 2018
2,973
N/A
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2018 Filed on May 23, 2018
1,460
N/A
Legg Mason Bw Glb Inc Opp Fd Com
Q4 2017 Filed on Feb 15, 2018
38,774
N/A
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2017 Filed on Nov 13, 2017
6,423
$70.78 - $73.39 $455K - $471K
IDV
Ishares Tr

ETFs
Q3 2017 Filed on Nov 13, 2017
59,189
N/A
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