Perigon Wealth Management, LLC Invesco ETF Tr Ii S&P Global W Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,531 shares of CGW stock, worth $588,051. This represents 0.02% of its overall portfolio holdings.
Number of Shares
10,531
Previous 11,304
6.84%
Holding current value
$588,051
Previous $599,000
2.5%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding CGW
# of Institutions
194Shares Held
6.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1MShares$55.9 Million0.0% of portfolio
-
Conservest Capital Advisors, Inc.577KShares$32.2 Million3.27% of portfolio
-
Ubs Group Ag485KShares$27.1 Million0.01% of portfolio
-
Weatherly Asset Management L. P.473KShares$26.4 Million2.54% of portfolio
-
1832 Asset Management L.P. Toronto, A6363KShares$20.3 Million0.04% of portfolio