Perigon Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Blackrock ETF Tr U S Equity Fa stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 347,265 shares of DYNF stock, worth $18.2 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
347,265
Previous 293,427
18.35%
Holding current value
$18.2 Million
Previous $14.5 Million
22.63%
% of portfolio
0.45%
Previous 0.4%
Shares
4 transactions
Others Institutions Holding DYNF
# of Institutions
517Shares Held
271MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc65MShares$3.42 Billion1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC25.1MShares$1.32 Billion0.54% of portfolio
-
Jpmorgan Chase & CO New York, NY17.5MShares$917 Million0.07% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.72MShares$510 Million1.79% of portfolio
-
Cwm, LLC8.42MShares$443 Million1.79% of portfolio