Perigon Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,141 shares of ILCB stock, worth $342,709. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,141
Previous 4,143
0.05%
Holding current value
$342,709
Previous $311,000
5.47%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding ILCB
# of Institutions
178Shares Held
5.61MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY509KShares$42.1 Million0.0% of portfolio
-
Equitable Holdings, Inc. New York, NY437KShares$36.2 Million0.35% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN413KShares$34.2 Million0.01% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD372KShares$30.8 Million5.84% of portfolio
-
Wells Fargo & Company San Francisco, CA364KShares$30.1 Million0.01% of portfolio