Perigon Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Perigon Wealth Management, LLC

$3.67 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$43.56 - $57.66 $12,980 - $17,182	-298 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$36.63 - $49.08 $10,915 - $14,625	298 New	298 $42,000

Others Institutions Holding PTF

# of Institutions

100

Shares Held

4.22M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

573K
Shares

$37.9 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

477K
Shares

$31.5 Million
0.05% of portfolio
Morgan Stanley New York, NY

474K
Shares

$31.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

251K
Shares

$16.6 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

239K
Shares

$15.8 Million
1.58% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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