Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERENNIAL ADVISORS LLC | 04-10-2024 | 03-31-2024 | 111 | 429,952,766 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $31,903,389 | 75,830 | 0.01 | 0.01 | -546 | -0.71 | 03-31-2024 |
| APPLE INC | COM | 2 | $22,293,529 | 130,007 | 0.01 | 0.01 | -1,450 | -1.10 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $15,165,810 | 84,077 | 0.00 | 0.00 | -305 | -0.36 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 4 | $14,422,829 | 94,725 | 0.00 | 0.00 | -177 | -0.19 | 03-31-2024 |
