Perigon Wealth Management, LLC ETF Ser Solutions Aptus Collar Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in ETF Ser Solutions Aptus Collar stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,843 shares of ACIO stock, worth $319,210. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,843
Previous 7,494 4.66%
Holding current value
$319,210
Previous $281,000 10.68%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$36.82 - $39.74 $12,850 - $13,869
349 Added 4.66%
7,843 $311,000
Q2 2024

Aug 02, 2024
BUY
$34.74 - $37.83 $32,134 - $34,992
925 Added 14.08%
7,494 $281,000
Q1 2024

Apr 29, 2024
BUY
$32.77 - $36.03 $4,423 - $4,864
135 Added 2.1%
6,569 $236,000
Q4 2023

Jan 29, 2024
BUY
$29.77 - $33.28 $191,540 - $214,123
6,434 New
6,434 $213,000
Q2 2023

Aug 02, 2023
BUY
$29.84 - $31.11 $191,990 - $200,161
6,434 New
6,434 $200,000

Others Institutions Holding ACIO

# of Institutions
84
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS APTUS COLLAR

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

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, 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 Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email