Perigon Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 24,769 shares of RWK stock, worth $2.86 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
24,769
Previous 24,486
1.16%
Holding current value
$2.86 Million
Previous $2.69 Million
7.18%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding RWK
# of Institutions
113Shares Held
4.66MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY936KShares$108 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC579KShares$66.8 Million0.03% of portfolio
-
Fusion Family Wealth LLC483KShares$55.8 Million5.19% of portfolio
-
Wells Fargo & Company San Francisco, CA332KShares$38.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC174KShares$20 Million0.0% of portfolio