Perennial Investment Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 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 25,931 shares of SPEM stock, worth $1.04 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
25,931
Previous 55,646
53.4%
Holding current value
$1.04 Million
Previous $2.3 Million
56.73%
% of portfolio
0.12%
Previous 0.3%
Shares
8 transactions
Others Institutions Holding SPEM
# of Institutions
877Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$928 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$745 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$403 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$259 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$236 Million0.08% of portfolio