Perigon Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 11,168 shares of EAGG stock, worth $520,763. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,168
Previous 9,338
19.6%
Holding current value
$520,763
Previous $445,000
17.98%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding EAGG
# of Institutions
378Shares Held
65.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC16.7MShares$778 Million0.07% of portfolio
-
Northwestern Mutual Wealth Management CO9.54MShares$445 Million0.46% of portfolio
-
Jpmorgan Chase & CO New York, NY6.35MShares$296 Million0.03% of portfolio
-
Envestnet Asset Management Inc3.9MShares$182 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.65MShares$124 Million0.0% of portfolio