Perigon Wealth Management, LLC Sofi Social 50 ETF Transaction History
Perigon Wealth Management, LLC
- $3.42 Billion
- Q2 2024
A detailed history of Perigon Wealth Management, LLC transactions in Sofi Social 50 ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,906 shares of SFYF stock, worth $369,277. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,906
Previous 10,637
2.53%
Holding current value
$369,277
Previous $345,000
11.3%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SFYF
# of Institutions
6Shares Held
19.7KCall Options Held
0Put Options Held
0-
Gts Securities LLC New York, NY8.54KShares$288,9950.0% of portfolio
-
Time Scale Financial, Inc.200Shares$6,7720.0% of portfolio
-
Morgan Stanley New York, NY25Shares$8460.0% of portfolio
-
Wells Fargo & Company San Francisco, CA1Shares$330.0% of portfolio
-
Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio