Perennial Investment Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 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 145,063 shares of SPTM stock, worth $9.8 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
145,063
Previous 130,553
11.11%
Holding current value
$9.8 Million
Previous $9.15 Million
13.28%
% of portfolio
1.25%
Previous 1.2%
Shares
8 transactions
Others Institutions Holding SPTM
# of Institutions
681Shares Held
93.9MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$568 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$235 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$227 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$205 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$180 Million0.06% of portfolio