Perennial Investment Advisors, LLC Advisorshares Tr Advisorshares Transaction History
Perennial Investment Advisors, LLC
- $1.15 Billion
- Q3 2025
A detailed history of Perennial Investment Advisors, LLC transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,905 shares of CWS stock, worth $397,465. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,905
Previous 4,045
45.98%
Holding current value
$397,465
Previous $283,000
42.4%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding CWS
# of Institutions
56Shares Held
1MCall Options Held
0Put Options Held
0-
Cibc World Market Inc. Toronto, A6125KShares$8.43 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ119KShares$8 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC106KShares$7.11 Million0.0% of portfolio
-
Kestra Advisory Services, LLC92.1KShares$6.2 Million0.03% of portfolio
-
Stifel Financial Corp St. Louis, MO87.9KShares$5.92 Million0.01% of portfolio