Perigon Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 13,031 shares of SPHQ stock, worth $934,322. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,031
Previous 6,076
114.47%
Holding current value
$934,322
Previous $407,000
112.29%
% of portfolio
0.02%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding SPHQ
# of Institutions
660Shares Held
118MCall Options Held
4.7KPut Options Held
3.2K-
Lpl Financial LLC Fort Mill, SC10MShares$720 Million0.27% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC7.72MShares$554 Million9.57% of portfolio
-
Wealth Enhancement Advisory Services, LLC7.64MShares$548 Million1.03% of portfolio
-
Morgan Stanley New York, NY6.42MShares$461 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.51MShares$395 Million0.1% of portfolio