Perigon Wealth Management, LLC Ishares Tr Global 100 ETF Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Global 100 ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 38,360 shares of IOO stock, worth $3.66 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
38,360
Previous 38,809
1.16%
Holding current value
$3.66 Million
Previous $3.91 Million
5.55%
% of portfolio
0.1%
Previous 0.1%
Shares
9 transactions
Others Institutions Holding IOO
# of Institutions
351Shares Held
48MCall Options Held
2KPut Options Held
0-
Black Rock Inc. New York, NY25.8MShares$2.46 Billion0.06% of portfolio
-
Northwestern Mutual Wealth Management CO3.29MShares$313 Million0.28% of portfolio
-
Amplius Wealth Advisors, LLC1.15MShares$110 Million12.6% of portfolio
-
Annex Advisory Services, LLC1.09MShares$104 Million3.63% of portfolio
-
Morgan Stanley New York, NY948KShares$90.4 Million0.01% of portfolio