Perennial Investment Advisors, LLC First Tr Fd Dow Jones Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 2024
A detailed history of Perennial Investment Advisors, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 3,149 shares of FDN stock, worth $667,367. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,149
Previous 3,158
0.28%
Holding current value
$667,367
Previous $668,000
14.52%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FDN
# of Institutions
622Shares Held
17.2MCall Options Held
77.6KPut Options Held
83.1K-
First Trust Advisors LP Wheaton, IL3.41MShares$722 Million0.76% of portfolio
-
Ubs Group Ag1.57MShares$334 Million0.07% of portfolio
-
Morgan Stanley New York, NY1.48MShares$313 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.06MShares$225 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC767KShares$163 Million0.02% of portfolio