Perigon Wealth Management, LLC Spdr Portfolio S&P 500 Value E Call Options Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding SPYV
# of Institutions
1,073Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.16 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.2 Billion0.89% of portfolio
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Allworth Financial LP20.4MShares$1.08 Billion6.01% of portfolio
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Demars Financial Group, LLC16.1MShares$859 Million10.16% of portfolio
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Morgan Stanley New York, NY9.19MShares$489 Million0.03% of portfolio