Perigon Wealth Management, LLC ETF Ser Solutions Clearshares Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 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

29

Shares Held

960K

Call Options Held

0

Put Options Held

0

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

392K
Shares

$39.4 Million
1.48% of portfolio
Envestnet Asset Management Inc

215K
Shares

$21.6 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

60.4K
Shares

$6.07 Million
0.0% of portfolio
Cic Wealth, LLC Rockville, MD

46.6K
Shares

$4.68 Million
1.21% of portfolio
Signet Financial Management, LLC Parsippany, NJ

37.2K
Shares

$3.73 Million
0.48% of portfolio

About ETF SER SOLUTIONS CLEARSHARES

Ticker OPER
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