Perigon Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 890,116 shares of IUSB stock, worth $40.9 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
890,116
Previous 958,181
7.1%
Holding current value
$40.9 Million
Previous $45.1 Million
10.89%
% of portfolio
1.01%
Previous 1.23%
Shares
18 transactions
Others Institutions Holding IUSB
# of Institutions
770Shares Held
700MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.48 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.78 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.75 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.05 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.95 Billion0.44% of portfolio