Perennial Investment Advisors, LLC First Tr Exc Trd Fd Viii Ft Cb Call Options Transaction History
Perennial Investment Advisors, LLC
- $989 Million
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BUFD
# of Institutions
185Shares Held
43.1MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.07MShares$221 Million0.08% of portfolio
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Gw Henssler & Associates LTD3.96MShares$109 Million5.84% of portfolio
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Envestnet Asset Management Inc3.48MShares$95.5 Million0.03% of portfolio
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Legacy Financial Group LLC1.93MShares$53.1 Million8.69% of portfolio
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Centennial Wealth Advisory LLC1.77MShares$48.7 Million16.39% of portfolio