Perennial Investment Advisors, LLC Two Rds Shared Tr Leadershares Transaction History
Perennial Investment Advisors, LLC
- $698 Million
- Q2 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 108,444 shares of DYLD stock, worth $2.46 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
108,444
Previous 130,816
17.1%
Holding current value
$2.46 Million
Previous $2.95 Million
17.5%
% of portfolio
0.35%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding DYLD
# of Institutions
28Shares Held
2.88MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC929KShares$21.1 Million0.01% of portfolio
-
Redwood Investment Management, LLC Scottsdale, AZ908KShares$20.6 Million1.76% of portfolio
-
Private Advisor Group, LLC128KShares$2.9 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA120KShares$2.73 Million0.01% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY116KShares$2.63 Million0.03% of portfolio