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 $4.66 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
137,308
Previous 132,543
3.6%
Holding current value
$4.66 Million
Previous $4.45 Million
4.56%
% of portfolio
0.1%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding SPIB
# of Institutions
626Shares Held
260MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC44.9MShares$1.52 Billion0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.2MShares$991 Million0.18% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$440 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$333 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.92MShares$235 Million0.2% of portfolio