Perigon Wealth Management, LLC Ishares Esg Advanced Msci Eafe Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 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 21,968 shares of DMXF stock, worth $1.52 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
21,968
Previous 12,349
77.89%
Holding current value
$1.52 Million
Previous $889,000
59.62%
% of portfolio
0.04%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding DMXF
# of Institutions
227Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$161 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$63.8 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$54.1 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$47.9 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$35 Million12.07% of portfolio