Perennial Investment Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History
Perennial Investment Advisors, LLC
- $862 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding FUMB
# of Institutions
101Shares Held
7.81MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC753KShares$15.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY696KShares$14 Million0.0% of portfolio
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New Edge Advisors, LLC New Orleans, LA655KShares$13.2 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA572KShares$11.5 Million0.0% of portfolio
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Xml Financial, LLC482KShares$9.7 Million0.86% of portfolio