Perigon Wealth Management, LLC Schwab Fundamental U S Broad M Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 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 15,258 shares of FNDB stock, worth $349,865. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,258
Previous 5,086
200.0%
Holding current value
$349,865
Previous $357,000
0.84%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding FNDB
# of Institutions
153Shares Held
12.4MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.6 Million10.62% of portfolio
-
Callan Capital, LLC La Jolla, CA1.35MShares$31 Million2.31% of portfolio
-
High Tower Advisors, LLC Chicago, IL666KShares$15.3 Million0.02% of portfolio
-
Sound Stewardship, LLC Overland Park, KS583KShares$13.4 Million8.05% of portfolio
-
Cambridge Investment Research Advisors, Inc.576KShares$13.2 Million0.04% of portfolio