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 100,065 shares of SQEW stock, worth $3.42 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
100,065
Previous 120,617
17.04%
Holding current value
$3.42 Million
Previous $3.96 Million
16.75%
% of portfolio
0.47%
Previous 0.6%
Shares
6 transactions
Others Institutions Holding SQEW
# of Institutions
30Shares Held
3.57MCall Options Held
0Put Options Held
0-
Redwood Investment Management, LLC Scottsdale, AZ1.95MShares$66.8 Million5.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC690KShares$23.6 Million0.01% of portfolio
-
Strategic Wealth Advisors Group, LLC Sacramento, CA132KShares$4.52 Million0.15% of portfolio
-
Mariner, LLC Overland Park, KS113KShares$3.88 Million0.01% of portfolio
-
Private Advisor Group, LLC93.4KShares$3.19 Million0.02% of portfolio