Edmonds Duncan Registered Investment Advisors, LLC SPYG Holdings History
Edmonds Duncan Registered Investment Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 389,070.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $32.27 Mil. This investment constitutes 7.07% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2018Q4. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 21 purchases of SPYG, at an average price of $48.50, for a total of 431,440.00 shares. In addition, there have been 3 sales at an average price of $73.12 for 42,370.00 shares. Based on historical transaction data and SPYG's current price of $95.84, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his SPYG holdings is $19.46 Mil, reflecting a 93.00% gain to date.
Edmonds Duncan Registered Investment Advisors, LLC SPYG ($95.84) Holding Chart
Edmonds Duncan Registered Investment Advisors, LLC SPYG ($95.84) 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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