Perigon Wealth Management, LLC Ishares Morningstar Small Cap Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,051 shares of ISCV stock, worth $228,800. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,051Holding current value
$228,800% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
126Shares Held
3.35MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$22.6 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.261KShares$14.7 Million10.01% of portfolio
-
Matrix Trust CO186KShares$10.5 Million1.86% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$10.5 Million0.58% of portfolio
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Bank Of America Corp Charlotte, NC156KShares$8.83 Million0.0% of portfolio