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 120,617 shares of SQEW stock, worth $4.04 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
120,617
Previous 125,921 4.21%
Holding current value
$4.04 Million
Previous $3.93 Million 0.74%
% of portfolio
0.6%
Previous 0.65%

Shares

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

May 14, 2024
SELL
$30.09 - $32.82 $159,597 - $174,077
-5,304 Reduced 4.21%
120,617 $3.96 Million
Q4 2023

Feb 14, 2024
BUY
$27.34 - $31.37 $75,321 - $86,424
2,755 Added 2.24%
125,921 $3.93 Million
Q3 2023

Nov 14, 2023
SELL
$28.41 - $31.5 $55,967 - $62,055
-1,970 Reduced 1.57%
123,166 $3.53 Million
Q2 2023

Aug 14, 2023
SELL
$28.16 - $30.33 $41,704 - $44,918
-1,481 Reduced 1.17%
125,136 $3.75 Million
Q1 2023

May 11, 2023
BUY
$27.6 - $30.31 $3.49 Million - $3.84 Million
126,617 New
126,617 $3.67 Million

Others Institutions Holding SQEW

# of Institutions
23
Shares Held
3.22M
Call Options Held
0
Put Options Held
0
View Full List

About TWO RDS SHARED TR LEADERSHARES

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