Perigon Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 129,658 shares of SPIB stock, worth $4.29 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
129,658
Previous 126,789
2.26%
Holding current value
$4.29 Million
Previous $4.27 Million
0.63%
% of portfolio
0.11%
Previous 0.12%
Shares
6 transactions
Others Institutions Holding SPIB
# of Institutions
595Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.44 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$317 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$226 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$182 Million0.01% of portfolio