Perigon Wealth Management, LLC First Tr Mid Cap Core Alphadex Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Mid Cap Core Alphadex stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 16,981 shares of FNX stock, worth $2.06 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,981
Previous 16,978
0.02%
Holding current value
$2.06 Million
Previous $1.99 Million
1.16%
% of portfolio
0.05%
Previous 0.05%
Shares
12 transactions
Others Institutions Holding FNX
# of Institutions
189Shares Held
6.82MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.14MShares$138 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC903KShares$109 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA749KShares$90.8 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL290KShares$35.2 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A6229KShares$27.8 Million0.01% of portfolio