Perennial Investment Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 2024
A detailed history of Perennial Investment Advisors, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 2,215 shares of GRID stock, worth $277,340. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,215
Previous 2,215
-0.0%
Holding current value
$277,340
Previous $253,000
1.19%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
244Shares Held
6.89MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$104 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$80.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$61.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$52.5 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$36.4 Million4.15% of portfolio