Perigon Wealth Management, LLC Ishares Tr Call Options Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IDV
# of Institutions
478Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$304 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$194 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$152 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.76MShares$106 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$75.2 Million0.02% of portfolio