Perigon Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 126,309 shares of AVES stock, worth $6.17 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
126,309
Previous 100,995
25.06%
Holding current value
$6.17 Million
Previous $4.79 Million
28.65%
% of portfolio
0.18%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding AVES
# of Institutions
100Shares Held
6.01MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC760KShares$37.1 Million1.68% of portfolio
-
Empowered Funds, LLC704KShares$34.4 Million0.62% of portfolio
-
American Century Companies Inc Kansas City, MO529KShares$25.8 Million0.02% of portfolio
-
Armbruster Capital Management, Inc.302KShares$14.7 Million3.06% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ264KShares$12.9 Million0.07% of portfolio