Perigon Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,598 shares of XMHQ stock, worth $514,624. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,598
Previous 4,278
30.86%
Holding current value
$514,624
Previous $438,000
25.8%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding XMHQ
# of Institutions
405Shares Held
44.4MCall Options Held
4.2KPut Options Held
100-
Lpl Financial LLC Fort Mill, SC5.34MShares$491 Million0.22% of portfolio
-
Morgan Stanley New York, NY2.18MShares$200 Million0.02% of portfolio
-
Northwestern Mutual Wealth Management CO2.01MShares$185 Million0.17% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.89MShares$174 Million0.05% of portfolio
-
Stifel Financial Corp St. Louis, MO1.8MShares$165 Million0.19% of portfolio