Perennial Investment Advisors, LLC First Tr ETF Iii Enhanced Shor Transaction History
Perennial Investment Advisors, LLC
- $761 Million
- Q3 2024
Shares
4 transactions
Others Institutions Holding FUMB
# of Institutions
83Shares Held
7.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$21.4 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC967KShares$19.4 Million0.01% of portfolio
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New Edge Advisors, LLC New Orleans, LA611KShares$12.3 Million0.08% of portfolio
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Rockefeller Capital Management L.P. New York, NY516KShares$10.4 Million0.03% of portfolio
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Mainsail Financial Group, LLC Bellevue, WA273KShares$5.49 Million3.26% of portfolio