Perigon Wealth Management, LLC Msci Eafe Value ETF Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 111,750 shares of EFV stock, worth $6.47 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
111,750
Previous 148,811
24.9%
Holding current value
$6.47 Million
Previous $8.1 Million
26.78%
% of portfolio
0.17%
Previous 0.25%
Shares
20 transactions
Others Institutions Holding EFV
# of Institutions
960Shares Held
224MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$1.46 Billion0.47% of portfolio
-
Jones Financial Companies Lllp14.3MShares$828 Million0.88% of portfolio
-
Us Bancorp \De\11.8MShares$681 Million0.86% of portfolio
-
Jpmorgan Chase & CO New York, NY9.14MShares$529 Million0.04% of portfolio
-
Morgan Stanley New York, NY7.98MShares$462 Million0.03% of portfolio