Perigon Wealth Management, LLC Wisdomtree Tr Currency Hedged Call Options Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding DDWM
# of Institutions
82Shares Held
5.95MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.02MShares$35 Million0.02% of portfolio
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Fundamentun, LLC Beachwood, OH656KShares$22.5 Million1.76% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL529KShares$18.1 Million0.03% of portfolio
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Exchange Capital Management, Inc.461KShares$15.8 Million2.79% of portfolio
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Steward Partners Investment Advisory, LLC397KShares$13.6 Million0.13% of portfolio