Perennial Investment Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Perennial Investment Advisors, LLC
- $826 Million
- Q4 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 19,389 shares of SPIB stock, worth $644,296. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,389
Previous 24,073
19.46%
Holding current value
$644,296
Previous $811,000
21.7%
% of portfolio
0.08%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding SPIB
# of Institutions
604Shares Held
245MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio