Perigon Wealth Management, LLC Ishares Morningstar Value ETF Put Options Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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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