Perigon Wealth Management, LLC Pacer Fds Tr Trendpilot U S Bo Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 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 42,089 shares of PTBD stock, worth $850,197. This represents 0.02% of its overall portfolio holdings.
Number of Shares
42,089
Previous 41,476
1.48%
Holding current value
$850,197
Previous $855,000
1.64%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding PTBD
# of Institutions
66Shares Held
5.35MCall Options Held
0Put Options Held
0-
Pacer Advisors, Inc. Malvern, PA535KShares$10.8 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC481KShares$9.72 Million0.0% of portfolio
-
Inspire Advisors, LLC Meridian, ID444KShares$8.97 Million1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL308KShares$6.23 Million0.0% of portfolio
-
Atria Investments LLC Charlotte, NC248KShares$5.01 Million0.07% of portfolio