Perigon Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,420 shares of FEX stock, worth $371,275. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,420
Previous 3,420
-0.0%
Holding current value
$371,275
Previous $331,000
7.55%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding FEX
# of Institutions
220Shares Held
7.14MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.03MShares$112 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC791KShares$85.8 Million0.04% of portfolio
-
Janney Montgomery Scott LLC509KShares$55.3 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$51 Million0.01% of portfolio
-
Ubs Group Ag235KShares$25.5 Million0.01% of portfolio