Perigon Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 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 234,237 shares of DYNF stock, worth $11.5 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
234,237
Previous 192,371
21.76%
Holding current value
$11.5 Million
Previous $8.54 Million
28.73%
% of portfolio
0.32%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DYNF
# of Institutions
387Shares Held
209MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc64.1MShares$3.16 Billion1.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$857 Million0.42% of portfolio
-
Jpmorgan Chase & CO New York, NY13.2MShares$648 Million0.05% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.63MShares$475 Million1.73% of portfolio
-
Cwm, LLC8.88MShares$438 Million1.97% of portfolio