Perennial Investment Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Perennial Investment Advisors, LLC
- $862 Million
- Q1 2025
A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Msci Usa Strategic stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 217,151 shares of QUS stock, worth $35.4 Million. This represents 3.95% of its overall portfolio holdings.
Number of Shares
217,151
Previous 203,781
6.56%
Holding current value
$35.4 Million
Previous $31.6 Million
7.83%
% of portfolio
3.95%
Previous 3.82%
Shares
9 transactions
Others Institutions Holding QUS
# of Institutions
185Shares Held
7.46MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX585KShares$95.3 Million17.67% of portfolio
-
Sfmg, LLC517KShares$84.4 Million6.53% of portfolio
-
Private Advisor Group, LLC405KShares$66.1 Million0.4% of portfolio
-
Envestnet Asset Management Inc339KShares$55.2 Million0.02% of portfolio