Perennial Investment Advisors, LLC Two Rds Shared Tr Transaction History

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Two Rds Shared Tr stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 79,637 shares of LSAF stock, worth $3.39 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
79,637
Previous 139,741 43.01%
Holding current value
$3.39 Million
Previous $5.78 Million 44.21%
% of portfolio
0.39%
Previous 0.76%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$40.52 - $44.24 $2.44 Million - $2.66 Million
-60,104 Reduced 43.01%
79,637 $3.23 Million
Q3 2024

Nov 14, 2024
BUY
$36.68 - $41.38 $1.5 Million - $1.69 Million
40,878 Added 41.35%
139,741 $5.78 Million
Q2 2024

Aug 09, 2024
SELL
$36.43 - $38.95 $1.29 Million - $1.38 Million
-35,411 Reduced 26.37%
98,863 $3.74 Million
Q1 2024

May 14, 2024
SELL
$33.9 - $39.17 $274,996 - $317,747
-8,112 Reduced 5.7%
134,274 $5.26 Million
Q4 2023

Feb 14, 2024
SELL
$30.14 - $34.87 $287,746 - $332,903
-9,547 Reduced 6.28%
142,386 $4.91 Million
Q3 2023

Nov 14, 2023
SELL
$31.32 - $33.13 $103,481 - $109,461
-3,304 Reduced 2.13%
151,933 $4.81 Million
Q2 2023

Aug 14, 2023
SELL
$28.97 - $31.77 $57,360 - $62,904
-1,980 Reduced 1.26%
155,237 $4.93 Million
Q1 2023

May 11, 2023
BUY
$28.55 - $32.86 $4.49 Million - $5.17 Million
157,217 New
157,217 $4.78 Million

Others Institutions Holding LSAF

# of Institutions
30
Shares Held
3.43M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR

LSAF Quotes by TradingView
  • Ticker LSAF
  • Sector ETFs
  • Industry ETFs
More about LSAF
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