Perennial Investment Advisors, LLC SPHQ Holdings History
Perennial Investment Advisors, LLC's Invesco S&P 500 Quality ETF Holding Summary
As of 2025-03-31, Perennial Investment Advisors, LLC held 324,725.00 shares of Invesco S&P 500 Quality ETF(SPHQ), totaling $21.54 Mil. This investment constitutes 2.42% of their stock portfolio, and Perennial Investment Advisors, LLC now holds 0.17% 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 8 purchases of SPHQ, at an average price of $66.57, for a total of 340,262.00 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 $71.80, Perennial Investment Advisors, LLC's estimated gain on his SPHQ holdings is $1.43 Mil, reflecting a 6.30% gain to date.
Perennial Investment Advisors, LLC SPHQ ($71.80) Holding Chart
Perennial Investment Advisors, LLC SPHQ ($71.80) 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 % | |||
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