Perigon Wealth Management, LLC Ishares Tr Core Moderate Alloc Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding AOM
# of Institutions
274Shares Held
13.8MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY2.73MShares$119 Million0.0% of portfolio
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Morgan Stanley New York, NY1.1MShares$48 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA969KShares$42.3 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC950KShares$41.5 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL735KShares$32.1 Million0.01% of portfolio