Perigon Wealth Management, LLC Vaneck ETF Tr Preferred Securi Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vaneck ETF Tr Preferred Securi stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 15,669 shares of PFXF stock, worth $275,931. This represents 0.01% of its overall portfolio holdings.
Number of Shares
15,669
Previous 15,499
1.1%
Holding current value
$275,931
Previous $268,000
6.72%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding PFXF
# of Institutions
188Shares Held
35.3MCall Options Held
13.3KPut Options Held
8.6K-
International Assets Investment Management, LLC Orlando, FL3.85MShares$67.8 Million0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.42MShares$60.2 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.16MShares$55.7 Million0.0% of portfolio
-
Comprehensive Wealth Management, LLC Lynnwood, WA2.25MShares$39.6 Million27.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.14MShares$37.6 Million0.02% of portfolio