Perigon Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 26,172 shares of SDY stock, worth $3.72 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
26,172
Previous 26,163
0.03%
Holding current value
$3.72 Million
Previous $3.33 Million
11.72%
% of portfolio
0.1%
Previous 0.1%
Shares
28 transactions
Others Institutions Holding SDY
# of Institutions
1,264Shares Held
68.7MCall Options Held
51KPut Options Held
46.5K-
Bank Of America Corp Charlotte, NC7.69MShares$1.09 Billion0.09% of portfolio
-
Morgan Stanley New York, NY4.69MShares$668 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.8MShares$399 Million0.18% of portfolio
-
Joel Isaacson & Co., LLC2.46MShares$350 Million16.92% of portfolio
-
Royal Bank Of Canada Toronto, A62.42MShares$344 Million0.07% of portfolio