Perennial Investment Advisors, LLC First Tr Small Cap Core Alphad Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 2024
A detailed history of Perennial Investment Advisors, LLC transactions in First Tr Small Cap Core Alphad stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 25,317 shares of FYX stock, worth $2.47 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
25,317
Previous 23,386
8.26%
Holding current value
$2.47 Million
Previous $2.18 Million
5.05%
% of portfolio
0.33%
Previous 0.33%
Shares
13 transactions
Others Institutions Holding FYX
# of Institutions
145Shares Held
6.06MCall Options Held
3.2KPut Options Held
0-
Morgan Stanley New York, NY705KShares$68.9 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA580KShares$56.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC504KShares$49.3 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC451KShares$44.1 Million0.0% of portfolio
-
Royal Bank Of Canada Toronto, A6398KShares$38.9 Million0.01% of portfolio