Perigon Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,771 shares of GRID stock, worth $1.3 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
10,771Holding current value
$1.3 Million% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding GRID
# of Institutions
273Shares Held
8.97MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY882KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.2 Million0.01% of portfolio
-
Assetmark, Inc803KShares$96.7 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.2 Million0.03% of portfolio
-
International Assets Investment Management, LLC Orlando, FL506KShares$61 Million0.01% of portfolio