Perigon Wealth Management, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Pacer Fds Tr Trendpilot U S Bo stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 41,476 shares of PTBD stock, worth $833,252. This represents 0.02% of its overall portfolio holdings.
Number of Shares
41,476
Previous 40,014
3.65%
Holding current value
$833,252
Previous $804,000
6.34%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding PTBD
# of Institutions
66Shares Held
5.37MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC533KShares$10.7 Million0.01% of portfolio
-
Pacer Advisors, Inc. Malvern, PA496KShares$9.96 Million0.02% of portfolio
-
Csenge Advisory Group478KShares$9.6 Million0.5% of portfolio
-
Inspire Advisors, LLC Meridian, ID301KShares$6.04 Million0.84% of portfolio
-
Wells Fargo & Company San Francisco, CA242KShares$4.85 Million0.0% of portfolio