Perigon Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
354Shares Held
86.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$175 Million0.01% of portfolio
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Shufro Rose & CO LLC5.45MShares$131 Million10.47% of portfolio
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Capital Advisors Inc3.72MShares$89.6 Million1.83% of portfolio
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Morgan Stanley New York, NY3.29MShares$79.2 Million0.01% of portfolio
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Aptus Capital Advisors, LLC3.12MShares$75.1 Million1.21% of portfolio