Perigon Wealth Management, LLC First Tr Exc Trd Fd Viii Ft Cb Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding BUFD
# of Institutions
158Shares Held
33.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.53MShares$142 Million0.06% of portfolio
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Gw Henssler & Associates LTD4.06MShares$104 Million5.76% of portfolio
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Envestnet Asset Management Inc3.32MShares$85.3 Million0.03% of portfolio
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Centennial Wealth Advisory LLC1.82MShares$46.8 Million18.02% of portfolio
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Creekmur Asset Management LLC Morton, IL1.36MShares$35 Million8.0% of portfolio