Perennial Investment Advisors, LLC Two Rds Shared Tr Leadershares Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Two Rds Shared Tr Leadershares stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 130,816 shares of DYLD stock, worth $2.94 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
130,816
Previous 138,463 5.52%
Holding current value
$2.94 Million
Previous $3.14 Million 6.02%
% of portfolio
0.45%
Previous 0.52%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$22.45 - $22.73 $171,675 - $173,816
-7,647 Reduced 5.52%
130,816 $2.95 Million
Q4 2023

Feb 14, 2024
SELL
$21.52 - $22.84 $950,689 - $1.01 Million
-44,177 Reduced 24.19%
138,463 $3.14 Million
Q3 2023

Nov 14, 2023
SELL
$21.79 - $22.48 $42,098 - $43,431
-1,932 Reduced 1.05%
182,640 $3.98 Million
Q2 2023

Aug 14, 2023
SELL
$22.25 - $22.7 $60,364 - $61,585
-2,713 Reduced 1.45%
184,572 $4.13 Million
Q1 2023

May 11, 2023
BUY
$22.08 - $22.79 $4.14 Million - $4.27 Million
187,285 New
187,285 $4.22 Million

Others Institutions Holding DYLD

# of Institutions
27
Shares Held
2.85M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR LEADERSHARES

DYLD Quotes by TradingView
  • Ticker DYLD
  • Sector ETFs
  • Industry ETFs
More about DYLD
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