Perennial Investment Advisors, LLC SPHQ Holdings History
Perennial Investment Advisors, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2024-12-31, Perennial Investment Advisors, LLC held 142,687.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $9.57 Mil. This investment constitutes 1.13% of their stock portfolio, and Perennial Investment Advisors, LLC now holds 0.09% of the outstanding Invesco S&P 500 Quality ETF(SPHQ) stock.
The initial trade took place in 2021Q2. And since then Perennial Investment Advisors, LLC has made 7 purchases of SPHQ, at an average price of $64.34, for a total of 158,224.00 shares. In addition, there have been 8 sales at an average price of $49.06 for 15,537.00 shares. Based on historical transaction data and SPHQ's current price of $65.22, Perennial Investment Advisors, LLC's estimated gain on his SPHQ holdings is $-111,648.24, reflecting a -1.10% gain to date.
Perennial Investment Advisors, LLC SPHQ ($65.22) Holding Chart
Perennial Investment Advisors, LLC SPHQ ($65.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
