Perigon Wealth Management, LLC Blackrock ETF Tr U S Equity Fa Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 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 293,427 shares of DYNF stock, worth $15.4 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
293,427
Previous 234,237
25.27%
Holding current value
$15.4 Million
Previous $11 Million
32.01%
% of portfolio
0.4%
Previous 0.32%
Shares
3 transactions
Others Institutions Holding DYNF
# of Institutions
425Shares Held
233MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc66.2MShares$3.46 Billion1.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC20.2MShares$1.06 Billion0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY13.6MShares$713 Million0.06% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA9.93MShares$519 Million1.76% of portfolio
-
Cwm, LLC8.85MShares$463 Million1.88% of portfolio