Perigon Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 282,860 shares of SPAB stock, worth $7.29 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
282,860
Previous 283,754
0.32%
Holding current value
$7.29 Million
Previous $7.26 Million
0.65%
% of portfolio
0.15%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding SPAB
# of Institutions
546Shares Held
280MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio