Perennial Investment Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Perennial Investment Advisors, LLC
- $862 Million
- Q1 2025
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 19,907 shares of SPIB stock, worth $658,921. This represents 0.08% of its overall portfolio holdings.
Number of Shares
19,907
Previous 19,389
2.67%
Holding current value
$658,921
Previous $635,000
4.09%
% of portfolio
0.08%
Previous 0.08%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.38 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$328 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$231 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio