Perigon Wealth Management, LLC ETF Ser Solutions Clearshares Transaction History

Perigon Wealth Management, LLC

$3.42 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 25, 2021	BUY	$100.09 - $100.15 $1.07 Million - $1.07 Million	10,703 New	10,703 $1.07 Million

Others Institutions Holding OPER

# of Institutions

28

Shares Held

1.04M

Call Options Held

0

Put Options Held

0

U.S. Capital Wealth Advisors, LLC Austin, TX

389K
Shares

$39 Million
1.58% of portfolio
Envestnet Asset Management Inc

277K
Shares

$27.7 Million
0.01% of portfolio
Blueprint Investment Partners LLC Greensboro, NC

131K
Shares

$13.1 Million
3.24% of portfolio
Cic Wealth, LLC Rockville, MD

47.6K
Shares

$4.78 Million
1.31% of portfolio
Signet Financial Management, LLC Parsippany, NJ

35.1K
Shares

$3.52 Million
0.48% of portfolio

About ETF SER SOLUTIONS CLEARSHARES

Ticker OPER
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