Perigon Wealth Management, LLC Ishares Msci Usa Equal Weighte Transaction History

Perigon Wealth Management, LLC

$3.82 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$71.03 - $79.21 $59,878 - $66,774	-843 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$60.67 - $72.2 $51,144 - $60,864	843 New	843 $61,000

Others Institutions Holding EUSA

# of Institutions

118

Shares Held

6.16M

Call Options Held

0

Put Options Held

0

Stifel Financial Corp St. Louis, MO

858K
Shares

$78 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

542K
Shares

$49.3 Million
0.0% of portfolio
Schroder Investment Management Group London, X0

478K
Shares

$43.5 Million
0.05% of portfolio
Strategic Financial Services, Inc, Utica, NY

415K
Shares

$37.8 Million
2.37% of portfolio
Envestnet Asset Management Inc

357K
Shares

$32.5 Million
0.01% of portfolio

About ISHARES MSCI USA EQUAL WEIGHTE

Ticker EUSA
Sector ETFs
Industry ETFs

More about EUSA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.