Edmonds Duncan Registered Investment Advisors, LLC SPYV Holdings History
Edmonds Duncan Registered Investment Advisors, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2024-09-30, Edmonds Duncan Registered Investment Advisors, LLC held 603,545.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $31.90 Mil. This investment constitutes 6.99% of their stock portfolio, and Edmonds Duncan Registered Investment Advisors, LLC now holds 0.13% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q1. And since then Edmonds Duncan Registered Investment Advisors, LLC has made 14 purchases of SPYV, at an average price of $34.83, for a total of 690,029.00 shares. In addition, there have been 5 sales at an average price of $42.15 for 86,484.00 shares. Based on historical transaction data and SPYV's current price of $53.06, Edmonds Duncan Registered Investment Advisors, LLC's estimated gain on his SPYV holdings is $11.64 Mil, reflecting a 48.41% gain to date.
Edmonds Duncan Registered Investment Advisors, LLC SPYV ($53.06) Holding Chart
Edmonds Duncan Registered Investment Advisors, LLC SPYV ($53.06) 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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