Perennial Investment Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Perennial Investment Advisors, LLC
- $761 Million
- Q3 2024
A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 24,073 shares of SPIB stock, worth $788,631. This represents 0.11% of its overall portfolio holdings.
Number of Shares
24,073
Previous 21,344
12.79%
Holding current value
$788,631
Previous $694,000
16.86%
% of portfolio
0.11%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
535Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.46 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$331 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$227 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$165 Million0.04% of portfolio