Perennial Investment Advisors, LLC Technology Sector Spdr Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 7,608 shares of XLK stock, worth $1.71 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
7,608
Previous 7,373
3.19%
Holding current value
$1.71 Million
Previous $1.54 Million
12.12%
% of portfolio
0.25%
Previous 0.23%
Shares
19 transactions
Others Institutions Holding XLK
# of Institutions
2,199Shares Held
173MCall Options Held
13.5MPut Options Held
14.8M-
Bank Of America Corp Charlotte, NC13.4MShares$3.02 Billion0.27% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.41 Billion0.6% of portfolio
-
Morgan Stanley New York, NY9.47MShares$2.13 Billion0.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.05MShares$1.59 Billion0.81% of portfolio
-
Envestnet Asset Management Inc5.43MShares$1.22 Billion0.44% of portfolio