Perigon Wealth Management, LLC Pacer Fds Tr Pacific Asset Flt Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Pacer Fds Tr Pacific Asset Flt stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,759 shares of FLRT stock, worth $321,863. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,759
Previous 8,879
23.88%
Holding current value
$321,863
Previous $422,000
24.17%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding FLRT
# of Institutions
77Shares Held
4.51MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC816KShares$38.9 Million0.87% of portfolio
-
Kestra Advisory Services, LLC523KShares$24.9 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC426KShares$20.3 Million0.01% of portfolio
-
Campbell Capital Management Inc258KShares$12.3 Million4.91% of portfolio
-
Atria Wealth Solutions, Inc. New York, NY178KShares$8.47 Million0.1% of portfolio