Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS LLC | 04-18-2024 | 03-31-2024 | 137 | 398,640,341 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC | Stock | 101 | $417,329 | 4,555 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JOHNSON & JOHNSON COM | Stock | 102 | $410,661 | 2,596 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AFLAC INC COM | Stock | 103 | $407,835 | 4,750 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR DOW JONES GLOBAL REAL ESTATE ETF | ETF | 104 | $405,762 | 9,476 | 0.00 | 0.00 | 413 | 4.56 | 03-31-2024 |
