Perennial Investment Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Perennial Investment Advisors, LLC
- $657 Million
- Q1 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 161,150 shares of QUS stock, worth $24 Million. This represents 3.57% of its overall portfolio holdings.
Number of Shares
161,150
Previous 106,276
51.63%
Holding current value
$24 Million
Previous $14 Million
67.14%
% of portfolio
3.57%
Previous 2.33%
Shares
5 transactions
Others Institutions Holding QUS
# of Institutions
165Shares Held
7.19MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$215 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX761KShares$113 Million21.69% of portfolio
-
Sfmg, LLC502KShares$74.7 Million6.35% of portfolio
-
Envestnet Asset Management Inc391KShares$58.2 Million0.02% of portfolio
-
Private Advisor Group, LLC318KShares$47.3 Million0.33% of portfolio