Perigon Wealth Management, LLC Ishares Tr Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 9,594 shares of DVY stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,594
Previous 6,824
40.59%
Holding current value
$1.29 Million
Previous $840,000
38.1%
% of portfolio
0.03%
Previous 0.03%
Shares
27 transactions
Others Institutions Holding DVY
# of Institutions
1,319Shares Held
64.9MCall Options Held
640KPut Options Held
217K-
Bank Of America Corp Charlotte, NC8.15MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.16MShares$826 Million0.06% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA3.89MShares$522 Million0.31% of portfolio
-
Wells Fargo & Company San Francisco, CA3.68MShares$493 Million0.11% of portfolio
-
Northern Trust Corp Chicago, IL3.02MShares$405 Million0.06% of portfolio