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 |
|---|---|---|---|---|---|---|---|---|---|
| CBOE GLOBAL MKTS INC COM | Stock | 151 | $271,737 | 1,479 | 0.00 | 1,479 | +Inf | 03-31-2024 | |
| NUCOR CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -61 | -3.86 | 03-31-2024 |
| HUBBELL INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 59 | 7.61 | 12-31-2023 |
| DEXCOM INC COM | Stock | 154 | $259,369 | 1,870 | 0.00 | 0.00 | -626 | -25.08 | 03-31-2024 |
