Perigon Wealth Management, LLC Ishares Msci Usa Small Cap Mul Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Msci Usa Small Cap Mul stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 25,087 shares of SMLF stock, worth $1.52 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,087
Previous 19,718
27.23%
Holding current value
$1.52 Million
Previous $1.33 Million
17.22%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SMLF
# of Institutions
193Shares Held
18.5MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY3.57MShares$217 Million14.47% of portfolio
-
Wells Fargo & Company San Francisco, CA1.63MShares$98.6 Million0.03% of portfolio
-
Acropolis Investment Management, LLC837KShares$50.8 Million3.14% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN753KShares$45.7 Million0.01% of portfolio
-
Ullmann Wealth Partners Group, LLC562KShares$34.1 Million4.66% of portfolio