Perigon Wealth Management, LLC Ishares Gnma Bond ETF Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Gnma Bond ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,562 shares of GNMA stock, worth $368,166. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,562
Previous 7,249
18.11%
Holding current value
$368,166
Previous $320,000
15.94%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding GNMA
# of Institutions
131Shares Held
5.96MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY843KShares$36.2 Million0.0% of portfolio
-
Fort Pitt Capital Group, LLC792KShares$34 Million1.09% of portfolio
-
Northland Capital Management LLC410KShares$17.6 Million13.0% of portfolio
-
Kelman Lazarov, Inc. Memphis, TN269KShares$11.6 Million2.41% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA256KShares$11 Million0.03% of portfolio