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 $321,444. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,042
Previous 9,081 10.58%
Holding current value
$321,444
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
396
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
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email