Edmonds Duncan Registered Investment Advisors, LLC Spdr Bloomberg Investment Grad Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

$410 Million
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 20, 2022	SELL	$30.11 - $30.51 $357,616 - $362,367	-11,877 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$30.62 - $30.66 $29,762 - $29,801	-972 Reduced 7.56%	11,877 $364,000
Q1 2020 Apr 07, 2020	SELL	$26.27 - $30.83 $428,279 - $502,621	-16,303 Reduced 55.92%	12,849 $378,000
Q4 2019 Jan 30, 2020	SELL	$30.67 - $30.78 $42,938 - $43,092	-1,400 Reduced 4.58%	29,152 $896,000
Q3 2019 Nov 08, 2019	SELL	$30.69 - $30.76 $282,654 - $283,299	-9,210 Reduced 23.16%	30,552 $940,000
Q2 2019 Aug 06, 2019	SELL	N/A	-1,830 Reduced 4.4%	39,762 $1.22 Million
Q4 2018 Feb 14, 2019	BUY	N/A	41,592 New	41,592 $1.26 Million

Others Institutions Holding FLRN

# of Institutions

339

Shares Held

56.5M

Call Options Held

1.4K

Put Options Held

12.2K

Ameriprise Financial Inc Minneapolis, MN

3.63M
Shares

$112 Million
0.03% of portfolio
Tiaa Trust, National Association Charlotte, NC

3.19M
Shares

$98.4 Million
0.3% of portfolio
Wealthfront Advisers LLC

3.01M
Shares

$92.8 Million
0.31% of portfolio
Morgan Stanley New York, NY

2.32M
Shares

$71.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.86M
Shares

$57.4 Million
0.03% of portfolio

View Full List

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