Perennial Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 28,782 shares of SPDW stock, worth $1.03 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
28,782
Previous 29,809
3.45%
Holding current value
$1.03 Million
Previous $1.07 Million
5.52%
% of portfolio
0.14%
Previous 0.16%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
940Shares Held
483MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio