Perigon Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding BLV
# of Institutions
403Shares Held
40.6MCall Options Held
17.1KPut Options Held
28.2K-
Envestnet Asset Management Inc9.11MShares$630 Million0.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.14MShares$217 Million0.09% of portfolio
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Envestnet Portfolio Solutions, Inc. Berwyn, PA2.39MShares$166 Million0.71% of portfolio
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Lincoln National Corp2.31MShares$160 Million5.09% of portfolio
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Wells Fargo & Company San Francisco, CA2.26MShares$156 Million0.04% of portfolio