Perennial Investment Advisors, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025
Number of Shares
20,855
Previous 18,553 12.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
2,302 Added 12.41%
20,855 $0
Q1 2025

May 15, 2025
SELL
N/A
-7,212 Reduced 27.99%
18,553 $0
Q4 2024

Feb 12, 2025
BUY
N/A
25,765 New
25,765 $0
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email