Perigon Wealth Management, LLC Ishares Morningstar Value ETF Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,776 shares of ILCV stock, worth $294,830. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,776Holding current value
$294,830% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
167Shares Held
9.02MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY924KShares$72.1 Million0.74% of portfolio
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Bank Of America Corp Charlotte, NC759KShares$59.2 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA691KShares$54 Million2.93% of portfolio
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Matrix Trust CO690KShares$53.8 Million9.47% of portfolio
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Ubs Group Ag503KShares$39.3 Million0.01% of portfolio