Perigon Wealth Management, LLC Ishares Tr Russell 2500 ETF Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,140 shares of SMMD stock, worth $289,386. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,140
Previous 4,198
1.38%
Holding current value
$289,386
Previous $262,000
6.87%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding SMMD
# of Institutions
188Shares Held
12.8MCall Options Held
0Put Options Held
0-
Coldstream Capital Management Inc1.34MShares$94 Million2.07% of portfolio
-
Fort Washington Investment Advisors Inc936KShares$65.4 Million0.4% of portfolio
-
Cresset Asset Management, LLC Chicago, IL599KShares$41.8 Million0.16% of portfolio
-
Fifth Third Bancorp563KShares$39.3 Million0.14% of portfolio
-
Envestnet Asset Management Inc542KShares$37.9 Million0.01% of portfolio