Perigon Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 38,722 shares of BUFR stock, worth $1.17 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
38,722
Previous 37,503
3.25%
Holding current value
$1.17 Million
Previous $1.08 Million
6.73%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BUFR
# of Institutions
354Shares Held
148MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC34MShares$1.03 Billion0.47% of portfolio
-
Cetera Investment Advisers Schaumburg, IL8.29MShares$251 Million0.56% of portfolio
-
Commonwealth Equity Services, LLC7.41MShares$224 Million0.34% of portfolio
-
Envestnet Asset Management Inc6.25MShares$189 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ5.05MShares$153 Million0.36% of portfolio