Perigon Wealth Management, LLC Harbor ETF Tr Divid Growth Lea Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Harbor ETF Tr Divid Growth Lea stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 19,012 shares of GDIV stock, worth $293,165. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,012

Previous 18,941 0.37%

Holding current value

$293,165

Previous $272,000 7.72%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$13.97 - $15.44 $991 - $1,096	71 Added 0.37%	19,012 $293,000
Q2 2024 Aug 02, 2024	BUY	$13.62 - $14.51 $735 - $783	54 Added 0.29%	18,941 $272,000
Q4 2023 Jan 29, 2024	BUY	$11.81 - $13.48 $1,960 - $2,237	166 Added 0.89%	18,887 $254,000
Q3 2023 Oct 30, 2023	BUY	$12.13 - $12.83 $909 - $962	75 Added 0.4%	18,721 $227,000
Q2 2023 Aug 02, 2023	BUY	$11.79 - $12.61 $990 - $1,059	84 Added 0.45%	18,646 $235,000
Q4 2022 Feb 14, 2023	BUY	$11.41 - $13.09 $11,672 - $13,391	1,023 Added 5.83%	18,562 $219,000
Q2 2022 Aug 11, 2022	BUY	$11.84 - $13.29 $207,661 - $233,093	17,539 New	17,539 $210,000

Others Institutions Holding GDIV

# of Institutions

Shares Held

5.09M

Call Options Held

Put Options Held

View Full List

About HARBOR ETF TR DIVID GROWTH LEA

Ticker GDIV
Sector ETFs
Industry ETFs

More about GDIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Account

Perigon Wealth Management, LLC Harbor ETF Tr Divid Growth Lea Transaction History