Perigon Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Schwab Fundamental U S Broad M stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,086 shares of FNDB stock, worth $120,080. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,086
Previous 5,086
-0.0%
Holding current value
$120,080
Previous $333,000
7.21%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding FNDB
# of Institutions
141Shares Held
3.87MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc554KShares$13.1 Million10.9% of portfolio
-
Callan Capital, LLC La Jolla, CA459KShares$10.8 Million2.48% of portfolio
-
High Tower Advisors, LLC Chicago, IL218KShares$5.14 Million0.02% of portfolio
-
Systelligence, LLC198KShares$4.68 Million3.7% of portfolio
-
Sound Stewardship, LLC Overland Park, KS196KShares$4.63 Million7.81% of portfolio