Perigon Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 203,149 shares of JQUA stock, worth $11.6 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
203,149
Previous 222,538
8.71%
Holding current value
$11.6 Million
Previous $12.6 Million
7.59%
% of portfolio
0.29%
Previous 0.34%
Shares
5 transactions
Others Institutions Holding JQUA
# of Institutions
392Shares Held
71MCall Options Held
0Put Options Held
0-
Savant Capital, LLC6.22MShares$355 Million2.9% of portfolio
-
Signaturefd, LLC Atlanta, GA5.4MShares$308 Million5.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$213 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.68MShares$153 Million7.21% of portfolio
-
Sage Mountain Advisors LLC2.4MShares$137 Million10.19% of portfolio