Perigon Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 12,349 shares of DMXF stock, worth $802,931. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,349
Previous 8,814 40.11%
Holding current value
$802,931
Previous $594,000 49.66%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$64.83 - $72.82 $229,174 - $257,418
3,535 Added 40.11%
12,349 $889,000
Q2 2024

Aug 02, 2024
BUY
$64.36 - $70.16 $247,142 - $269,414
3,840 Added 77.2%
8,814 $594,000
Q1 2024

Apr 29, 2024
BUY
$62.17 - $69.12 $52,409 - $58,268
843 Added 20.41%
4,974 $338,000
Q4 2023

Jan 29, 2024
SELL
$54.4 - $64.25 $6,364 - $7,517
-117 Reduced 2.75%
4,131 $263,000
Q3 2023

Oct 30, 2023
BUY
$56.74 - $62.52 $21,561 - $23,757
380 Added 9.82%
4,248 $242,000
Q2 2023

Aug 02, 2023
BUY
$59.18 - $61.93 $228,908 - $239,545
3,868 New
3,868 $235,000

Others Institutions Holding DMXF

# of Institutions
210
Shares Held
8.57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
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