Edmonds Duncan Registered Investment Advisors, LLC FLTR Holdings History
Edmonds Duncan Registered Investment Advisors, LLC's VanEck IG Floating Rate ETF Holding Summary
As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 1.07 Mil shares of VanEck IG Floating Rate ETF(FLTR), totaling $27.20 Mil. This investment constitutes 5.96% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 1.55% of the outstanding VanEck IG Floating Rate ETF(FLTR) stock.
The initial trade took place in 2021Q3. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 7 purchases of FLTR, at an average price of $24.96, for a total of 1.94 Mil shares. In addition, there have been 5 sales at an average price of $25.33 for 868,984.00 shares. Based on historical transaction data and FLTR's current price of $25.50, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his FLTR holdings is $899,243.17, reflecting a 1.86% gain to date.
Edmonds Duncan Registered Investment Advisors, LLC FLTR ($25.50) Holding Chart
Edmonds Duncan Registered Investment Advisors, LLC FLTR ($25.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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