Perigon Wealth Management, LLC Global X Fds Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Global X Fds stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,042 shares of BOTZ stock, worth $327,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,042
Previous 9,081 10.58%
Holding current value
$327,770
Previous $280,000 15.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$27.68 - $32.27 $26,600 - $31,011
961 Added 10.58%
10,042 $322,000
Q2 2024

Aug 02, 2024
BUY
$28.65 - $31.95 $260,170 - $290,137
9,081 New
9,081 $280,000
Q1 2021

May 17, 2021
SELL
$31.53 - $36.46 $22,071 - $25,522
-700 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$27.71 - $33.39 $19,397 - $23,373
700 New
700 $23,000

Others Institutions Holding BOTZ

# of Institutions
398
Shares Held
30.5M
Call Options Held
199K
Put Options Held
284K
View Full List

About GLOBAL X FDS

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