Perennial Investment Advisors, LLC Two Rds Shared Tr Leadershares Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 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 79,301 shares of DYLD stock, worth $1.79 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
79,301
Previous 84,421
6.06%
Holding current value
$1.79 Million
Previous $1.94 Million
7.96%
% of portfolio
0.22%
Previous 0.25%
Shares
8 transactions
Others Institutions Holding DYLD
# of Institutions
24Shares Held
2.66MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC941KShares$21.3 Million0.01% of portfolio
-
Redwood Investment Management, LLC Scottsdale, AZ825KShares$18.7 Million1.81% of portfolio
-
Private Advisor Group, LLC142KShares$3.22 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA105KShares$2.38 Million0.01% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY102KShares$2.3 Million0.03% of portfolio