Perigon Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 16,733 shares of UCON stock, worth $423,846. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,733
Previous 16,733
-0.0%
Holding current value
$423,846
Previous $416,000
1.2%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
302Shares Held
103MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC11.1MShares$282 Million0.1% of portfolio
-
Morgan Stanley New York, NY7.2MShares$182 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.3MShares$134 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A64.08MShares$103 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$94.7 Million0.01% of portfolio