Perigon Wealth Management, LLC First Tr Fd Dow Jones Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Fd Dow Jones stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,480 shares of FDN stock, worth $720,499. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,480
Previous 3,264
6.62%
Holding current value
$720,499
Previous $608,000
17.27%
% of portfolio
0.02%
Previous 0.02%
Shares
21 transactions
Others Institutions Holding FDN
# of Institutions
540Shares Held
18.7MCall Options Held
82.1KPut Options Held
9.1K-
First Trust Advisors LP Wheaton, IL3.85MShares$798 Million0.82% of portfolio
-
Morgan Stanley New York, NY1.61MShares$333 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$230 Million0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa1.05MShares$217 Million0.1% of portfolio
-
Global Assets Advisory, LLC Orlando, FL872KShares$181 Million0.19% of portfolio