Perigon Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 132,839 shares of PRFZ stock, worth $4.88 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
132,839
Previous 136,234
2.49%
Holding current value
$4.88 Million
Previous $5.67 Million
11.27%
% of portfolio
0.13%
Previous 0.14%
Shares
29 transactions
Others Institutions Holding PRFZ
# of Institutions
299Shares Held
43MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA19.7MShares$724 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.61MShares$96 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.32MShares$48.6 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$45.6 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.13MShares$41.4 Million0.0% of portfolio