Perennial Investment Advisors, LLC Proshares Large Cap Core Plus Transaction History
Perennial Investment Advisors, LLC
- $657 Million
- Q1 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Proshares Large Cap Core Plus stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,053 shares of CSM stock, worth $316,065. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,053
Previous 5,418
6.74%
Holding current value
$316,065
Previous $296,000
3.38%
% of portfolio
0.05%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding CSM
# of Institutions
90Shares Held
4.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY856KShares$53.5 Million0.0% of portfolio
-
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA798KShares$49.9 Million0.12% of portfolio
-
National Asset Management, Inc. Boca Raton, FL399KShares$24.9 Million0.56% of portfolio
-
Envestnet Asset Management Inc176KShares$11 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC145KShares$9.05 Million0.0% of portfolio