Perennial Investment Advisors, LLC First Tr Morningstar Dividend Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 2024
A detailed history of Perennial Investment Advisors, LLC transactions in First Tr Morningstar Dividend stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 20,439 shares of FDL stock, worth $853,737. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,439
Previous 20,321
0.58%
Holding current value
$853,737
Previous $781,000
0.77%
% of portfolio
0.11%
Previous 0.12%
Shares
9 transactions
Others Institutions Holding FDL
# of Institutions
373Shares Held
56.7MCall Options Held
800Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.89MShares$329 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.54MShares$273 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.34MShares$97.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA2.27MShares$95 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.94MShares$81.1 Million0.11% of portfolio