Perigon Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr ETF Fd Iv First Tr Lo stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 28,915 shares of LMBS stock, worth $1.41 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
28,915
Previous 22,875
26.4%
Holding current value
$1.41 Million
Previous $1.13 Million
24.51%
% of portfolio
0.04%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding LMBS
# of Institutions
425Shares Held
70.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.2MShares$596 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.56MShares$417 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA4.72MShares$230 Million0.05% of portfolio
-
Ubs Group Ag4.06MShares$198 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.69MShares$131 Million0.03% of portfolio