Perigon Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 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 126,789 shares of SPIB stock, worth $4.17 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
126,789
Previous 129,557
2.14%
Holding current value
$4.17 Million
Previous $4.22 Million
1.33%
% of portfolio
0.12%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
533Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.15 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$333 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$228 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$166 Million0.04% of portfolio