Perigon Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
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 137,308 shares of SPIB stock, worth $4.63 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
137,308
Previous 132,543
3.6%
Holding current value
$4.63 Million
Previous $4.45 Million
4.56%
% of portfolio
0.1%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
634Shares Held
275MCall Options Held
35KPut Options Held
391K-
Lpl Financial LLC Fort Mill, SC46.7MShares$1.58 Billion0.49% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.6MShares$998 Million0.17% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$438 Million5.09% of portfolio
-
Envestnet Asset Management Inc10.1MShares$340 Million0.11% of portfolio
-
American Family Investments, Inc. Madison, WI9.6MShares$324 Million51.07% of portfolio