Perigon Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 130,829 shares of FLTR stock, worth $3.32 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
130,829
Previous 131,924
0.83%
Holding current value
$3.32 Million
Previous $3.32 Million
0.6%
% of portfolio
0.1%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding FLTR
# of Institutions
180Shares Held
32.4MCall Options Held
0Put Options Held
0-
Pinnacle Wealth Planning Services, Inc.3.42MShares$87 Million12.93% of portfolio
-
Wells Fargo & Company San Francisco, CA2.76MShares$70 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.71MShares$43.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.57MShares$39.9 Million0.02% of portfolio
-
Edmonds Duncan Registered Investment Advisors, LLC1.51MShares$38.3 Million9.4% of portfolio