Perigon Wealth Management, LLC Sei Exchange Traded Fds Enhanc Call Options Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SEIV
# of Institutions
36Shares Held
14.4MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.9MShares$453 Million0.57% of portfolio
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Envestnet Asset Management Inc289KShares$10.1 Million0.0% of portfolio
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Truist Financial Corp279KShares$9.77 Million0.01% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA253KShares$8.85 Million3.95% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ109KShares$3.82 Million0.01% of portfolio