Perigon Wealth Management, LLC Ishares Tr Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 229,666 shares of IEFA stock, worth $16.7 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
229,666
Previous 225,136
2.01%
Holding current value
$16.7 Million
Previous $15.8 Million
7.62%
% of portfolio
0.52%
Previous 0.52%
Shares
25 transactions
Others Institutions Holding IEFA
# of Institutions
1,887Shares Held
1.47BCall Options Held
198KPut Options Held
49.7K-
Bank Of America Corp Charlotte, NC173MShares$12.6 Billion1.22% of portfolio
-
Morgan Stanley New York, NY89.1MShares$6.47 Billion0.54% of portfolio
-
Jones Financial Companies Lllp79MShares$5.74 Billion7.99% of portfolio
-
Tiaa, Fsb St. Louis, MO59MShares$4.28 Billion14.41% of portfolio
-
Tiaa Trust, National Association Charlotte, NC58.6MShares$4.26 Billion13.32% of portfolio