Perigon Wealth Management, LLC Ishares Tr Core Aggressive All Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 29,634 shares of AOA stock, worth $2.34 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
29,634
Previous 27,308 8.52%
Holding current value
$2.34 Million
Previous $2.15 Million 5.39%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$76.61 - $79.88 $178,194 - $185,800
2,326 Added 8.52%
29,634 $2.27 Million
Q3 2024

Oct 16, 2024
SELL
$72.11 - $79.05 $10,528 - $11,541
-146 Reduced 0.53%
27,308 $2.15 Million
Q2 2024

Aug 02, 2024
BUY
$70.02 - $75.08 $1.92 Million - $2.06 Million
27,454 New
27,454 $2.05 Million
Q1 2021

May 17, 2021
SELL
$63.86 - $67.38 $44,063 - $46,492
-690 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$56.73 - $64.27 $39,143 - $44,346
690 New
690 $44,000

Others Institutions Holding AOA

# of Institutions
346
Shares Held
8.51M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
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