Perigon Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
Shares
4 transactions
Others Institutions Holding PBW
# of Institutions
151Shares Held
3.63MCall Options Held
2.5KPut Options Held
18.5K-
Morgan Stanley New York, NY888KShares$14.2 Million0.0% of portfolio
-
Citigroup Inc469KShares$7.49 Million0.01% of portfolio
-
Allianz Se Munich, 2M219KShares$3.5 Million0.12% of portfolio
-
Goldman Sachs Group Inc New York, NY190KShares$3.03 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC186KShares$2.97 Million0.0% of portfolio