A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 8,656 shares of EFIV stock, worth $493,392. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,656
Previous 5,198 66.53%
Holding current value
$493,392
Previous $276,000 74.64%
% of portfolio
0.06%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$50.43 - $55.76 $174,386 - $192,818
3,458 Added 66.53%
8,656 $482,000
Q2 2024

Aug 09, 2024

BUY
$47.87 - $53.62 $248,828 - $278,716
5,198 New
5,198 $276,000

Others Institutions Holding EFIV

About SPDR SER TR SPDR S&P 500 ESG E


  • Ticker EFIV
  • Sector Technology
More about EFIV
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.