Perigon Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,588 shares of SDG stock, worth $404,515. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,588
Previous 5,528
1.09%
Holding current value
$404,515
Previous $414,000
14.25%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SDG
# of Institutions
128Shares Held
1.35MCall Options Held
0Put Options Held
0-
Cwm, LLC290KShares$21 Million0.11% of portfolio
-
Mission Wealth Management, LP118KShares$8.54 Million0.24% of portfolio
-
Wealth Enhancement Advisory Services, LLC102KShares$7.37 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC66.2KShares$4.79 Million0.0% of portfolio
-
Dynamic Advisor Solutions LLC49.5KShares$3.58 Million0.13% of portfolio