Perennial Investment Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History
Perennial Investment Advisors, LLC
- $657 Million
- Q1 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 138,905 shares of SPSM stock, worth $5.7 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
138,905
Previous 61,810
124.73%
Holding current value
$5.7 Million
Previous $2.61 Million
129.31%
% of portfolio
0.91%
Previous 0.43%
Shares
7 transactions
Others Institutions Holding SPSM
# of Institutions
804Shares Held
185MCall Options Held
91.7KPut Options Held
2.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.6MShares$886 Million2.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$714 Million0.41% of portfolio
-
Betterment LLC New York, NY13.2MShares$540 Million1.52% of portfolio
-
Bank Of America Corp Charlotte, NC6.93MShares$285 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN6.14MShares$252 Million0.07% of portfolio