Perigon Wealth Management, LLC J P Morgan Exchg Traded Fd Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 397,598 shares of BBUS stock, worth $43.8 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
397,598
Previous 366,095
8.61%
Holding current value
$43.8 Million
Previous $37.9 Million
11.06%
% of portfolio
1.06%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding BBUS
# of Institutions
136Shares Held
16.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.71MShares$408 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.22MShares$244 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.33MShares$146 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.17MShares$129 Million0.04% of portfolio
-
Vestmark Advisory Solutions, Inc.1.1MShares$121 Million4.7% of portfolio