Perennial Investment Advisors, LLC First Tr Fd Dow Jones Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 2024
A detailed history of Perennial Investment Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,082 shares of FDN stock, worth $663,523. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,082
Previous 3,082
-0.0%
Holding current value
$663,523
Previous $632,000
0.16%
% of portfolio
0.09%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding FDN
# of Institutions
537Shares Held
15.9MCall Options Held
96.2KPut Options Held
26.7K-
First Trust Advisors LP Wheaton, IL3.84MShares$828 Million0.83% of portfolio
-
Morgan Stanley New York, NY1.44MShares$311 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA1.1MShares$237 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC832KShares$179 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC689KShares$148 Million0.07% of portfolio