Perigon Wealth Management, LLC Franklin ETF Tr Liberty Short Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$92.0 - $93.96 $314,824 - $321,531	-3,422 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$93.89 - $94.79 $505,597 - $510,444	-5,385 Reduced 61.14%	3,422 $321,000
Q3 2021 Nov 01, 2021	BUY	$94.69 - $95.0 $833,934 - $836,665	8,807 New	8,807 $834,000
Q3 2021 Oct 25, 2021	SELL	$94.69 - $95.0 $856,660 - $859,465	-9,047 Closed	0 $0
Q2 2021 Jul 19, 2021	SELL	$94.81 - $95.34 $77,554 - $77,988	-818 Reduced 8.29%	9,047 $859,000
Q1 2021 May 17, 2021	SELL	$95.19 - $95.83 $23,321 - $23,478	-245 Reduced 2.42%	9,865 $939,000
Q4 2020 Jan 28, 2021	SELL	$95.49 - $95.85 $447,943 - $449,632	-4,691 Reduced 31.69%	10,110 $968,000
Q3 2020 Nov 03, 2020	BUY	$95.75 - $96.39 $1.42 Million - $1.43 Million	14,801 New	14,801 $1.42 Million

Others Institutions Holding FTSD

# of Institutions

49

Shares Held

1.07M

Call Options Held

0

Put Options Held

0

Franklin Resources Inc San Mateo, CA

333K
Shares

$30 Million
0.01% of portfolio
Wealthcare Advisory Partners LLC West Chester, PA

237K
Shares

$21.4 Million
0.63% of portfolio
Bank Of America Corp Charlotte, NC

61.9K
Shares

$5.59 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

59.2K
Shares

$5.35 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

24.6K
Shares

$2.22 Million
0.0% of portfolio

About FRANKLIN ETF TR LIBERTY SHORT

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