Perigon Wealth Management, LLC First Tr ETF Fd Iv First Tr Lo Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

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 30,124 shares of LMBS stock, worth $1.47 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
30,124
Previous 28,915 4.18%
Holding current value
$1.47 Million
Previous $1.41 Million 5.19%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$48.31 - $49.23 $58,406 - $59,519
1,209 Added 4.18%
30,124 $1.48 Million
Q4 2024

Jan 22, 2025
BUY
$48.48 - $49.47 $292,819 - $298,798
6,040 Added 26.4%
28,915 $1.41 Million
Q3 2024

Oct 16, 2024
BUY
$47.95 - $49.61 $91,584 - $94,755
1,910 Added 9.11%
22,875 $1.13 Million
Q2 2024

Aug 02, 2024
BUY
$47.58 - $48.41 $997,514 - $1.01 Million
20,965 New
20,965 $1.01 Million

Others Institutions Holding LMBS

# of Institutions
441
Shares Held
78.9M
Call Options Held
4K
Put Options Held
0
View Full List

About FIRST TR ETF FD IV FIRST TR LO

LMBS Quotes by TradingView
  • Ticker LMBS
  • Sector ETFs
  • Industry ETFs
More about LMBS
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