Perennial Investment Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Perennial Investment Advisors, LLC
- $657 Million
- Q1 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 128,210 shares of SPTM stock, worth $8.56 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
128,210
Previous 137,499
6.76%
Holding current value
$8.56 Million
Previous $8.04 Million
2.34%
% of portfolio
1.25%
Previous 1.33%
Shares
5 transactions
Others Institutions Holding SPTM
# of Institutions
603Shares Held
83.5MCall Options Held
131KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC8.43MShares$563 Million0.3% of portfolio
-
Huntington National Bank Columbus, OH3.67MShares$245 Million1.92% of portfolio
-
Cwm, LLC3.28MShares$219 Million1.02% of portfolio
-
Private Advisor Group, LLC3MShares$201 Million1.39% of portfolio
-
Envestnet Asset Management Inc2.79MShares$186 Million0.07% of portfolio