Perennial Investment Advisors, LLC Spdr Ser Tr Msci Usa Strategic Transaction History
Perennial Investment Advisors, LLC
- $989 Million
- Q2 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 244,173 shares of QUS stock, worth $40 Million. This represents 4.03% of its overall portfolio holdings.
Number of Shares
244,173
Previous 217,151
12.44%
Holding current value
$40 Million
Previous $34 Million
17.04%
% of portfolio
4.03%
Previous 3.95%
Shares
10 transactions
Others Institutions Holding QUS
# of Institutions
188Shares Held
8.13MCall Options Held
0Put Options Held
0-
Colony Group LLC Boston, MA1.44MShares$236 Million2.62% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX568KShares$93.1 Million15.85% of portfolio
-
Sfmg, LLC519KShares$85 Million6.51% of portfolio
-
Private Advisor Group, LLC411KShares$67.3 Million0.38% of portfolio
-
Bank Of America Corp Charlotte, NC395KShares$64.6 Million0.0% of portfolio