Edmonds Duncan Registered Investment Advisors, LLC SPDW Holdings History
Edmonds Duncan Registered Investment Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 906,065.00 shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $34.03 Mil. This investment constitutes 7.45% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 0.16% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2020Q1. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 14 purchases of SPDW, at an average price of $32.10, for a total of 8.65 Mil shares. In addition, there have been 5 sales at an average price of $31.75 for 7.74 Mil shares. Based on historical transaction data and SPDW's current price of $40.38, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his SPDW holdings is $4.79 Mil, reflecting a 1.73% gain to date.
Edmonds Duncan Registered Investment Advisors, LLC SPDW ($40.38) Holding Chart
Edmonds Duncan Registered Investment Advisors, LLC SPDW ($40.38) 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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