PERENNIAL INVESTMENT ADVISORS, LLC – First Trust Morningstar Dividend Leaders Index Fund Transaction History
PERENNIAL INVESTMENT ADVISORS, LLC portfolio value:
$406,000
portfolio value
PERENNIAL INVESTMENT ADVISORS, LLC quarter portfolio value change:
-8.77%
quarter
First Trust Morningstar Dividend Leaders Index Fund 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +97.06% | 6.21K shares | 180K | $32.13 | 12.62K |
Q2 2022 | share | Increase | 0.00% | 6.40K shares | 226K | $35.22 | 6.40K |