Perennial Investment Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 2024
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 203,781 shares of QUS stock, worth $32.9 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
203,781
Previous 183,052
11.32%
Holding current value
$32.9 Million
Previous $28.8 Million
9.42%
% of portfolio
3.82%
Previous 3.79%
Shares
8 transactions
Others Institutions Holding QUS
# of Institutions
178Shares Held
7.5MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$233 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX608KShares$98.1 Million19.31% of portfolio
-
Sfmg, LLC515KShares$83 Million6.41% of portfolio
-
Envestnet Asset Management Inc384KShares$61.9 Million0.02% of portfolio
-
Private Advisor Group, LLC329KShares$53.2 Million0.29% of portfolio