Perigon Wealth Management, LLC Wisdomtree Tr Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding DWM
# of Institutions
129Shares Held
6.07MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.07MShares$64 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC712KShares$42.7 Million0.02% of portfolio
-
Lri Investments, LLC Palm Beach Gardens, FL391KShares$23.4 Million1.98% of portfolio
-
Bank Of America Corp Charlotte, NC350KShares$21 Million0.0% of portfolio
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Wealth Enhancement Advisory Services, LLC342KShares$20.5 Million0.04% of portfolio