Perigon Wealth Management, LLC Spdr Portfolio Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 16,545 shares of SPYG stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
16,545
Previous 16,819
1.63%
Holding current value
$1.45 Million
Previous $1.35 Million
1.86%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding SPYG
# of Institutions
1,088Shares Held
284MCall Options Held
461KPut Options Held
35.8K-
Lpl Financial LLC Fort Mill, SC31.4MShares$2.75 Billion1.2% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA21MShares$1.84 Billion3.76% of portfolio
-
Allworth Financial LP13.2MShares$1.15 Billion6.78% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.5MShares$656 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.99MShares$612 Million0.04% of portfolio