Perigon Wealth Management, LLC Spdr Portfolio Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 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 17,345 shares of SPYG stock, worth $1.4 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
17,345
Previous 16,545
4.84%
Holding current value
$1.4 Million
Previous $1.37 Million
11.08%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding SPYG
# of Institutions
1,224Shares Held
323MCall Options Held
1.22MPut Options Held
95.9K-
Lpl Financial LLC Fort Mill, SC34MShares$2.75 Billion1.26% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA20.1MShares$1.63 Billion3.73% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.36 Billion0.49% of portfolio
-
Allworth Financial LP12.2MShares$992 Million6.21% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.15MShares$660 Million0.19% of portfolio