Perigon Wealth Management, LLC Vanguard Bd Index Fd Inc Short Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Short stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 88,147 shares of BSV stock, worth $6.92 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
88,147
Previous 104,836
15.92%
Holding current value
$6.92 Million
Previous $8.21 Million
15.46%
% of portfolio
0.17%
Previous 0.22%
Shares
32 transactions
Others Institutions Holding BSV
# of Institutions
1,374Shares Held
399MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc54.7MShares$4.29 Billion1.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.6MShares$2.48 Billion5.76% of portfolio
-
Jpmorgan Chase & CO New York, NY20.3MShares$1.6 Billion0.12% of portfolio
-
Allworth Financial LP18.7MShares$1.47 Billion7.3% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO18.1MShares$1.42 Billion4.29% of portfolio