Perigon Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 130,314 shares of SPHY stock, worth $3.01 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
130,314
Previous 71,242
82.92%
Holding current value
$3.01 Million
Previous $1.67 Million
83.6%
% of portfolio
0.09%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SPHY
# of Institutions
302Shares Held
119MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA14.2MShares$328 Million0.5% of portfolio
-
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, FL11MShares$255 Million15.37% of portfolio
-
Neuberger Berman Group LLC New York, NY10.4MShares$240 Million0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA8.02MShares$186 Million0.05% of portfolio
-
State Of New Jersey Common Pension Fund D5.94MShares$137 Million0.43% of portfolio