Perennial Investment Advisors, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 13,243 shares of SPMB stock, worth $283,267. This represents 0.04% of its overall portfolio holdings.

Number of Shares
13,243
Previous 12,632 4.84%
Holding current value
$283,267
Previous $278,000 3.24%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$21.41 - $22.04 $13,081 - $13,466
611 Added 4.84%
13,243 $287,000
Q4 2023

Feb 14, 2024
SELL
$20.11 - $22.18 $1.42 Million - $1.56 Million
-70,375 Reduced 84.78%
12,632 $278,000
Q3 2023

Nov 14, 2023
BUY
$20.73 - $21.96 $12,044 - $12,758
581 Added 0.7%
83,007 $1.73 Million
Q2 2023

Aug 14, 2023
BUY
$21.68 - $22.43 $160,562 - $166,116
7,406 Added 9.87%
82,426 $1.81 Million
Q1 2023

May 11, 2023
BUY
$21.47 - $22.62 $1.61 Million - $1.7 Million
75,020 New
75,020 $1.66 Million

Others Institutions Holding SPMB

# of Institutions
211
Shares Held
225M
Call Options Held
29K
Put Options Held
69.6K
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email