Perigon Wealth Management, LLC Wisdomtree U.S. Ai Enhanced Va Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree U.S. Ai Enhanced Va stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,157 shares of AIVL stock, worth $473,232. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,157Holding current value
$473,232% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding AIVL
# of Institutions
129Shares Held
1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY97.8KShares$11.1 Million0.0% of portfolio
-
Jaffetilchin Investment Partners, LLC Tampa, FL87.9KShares$10 Million0.75% of portfolio
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Noble Family Wealth, LLC Clearwater, FL83.5KShares$9.51 Million2.5% of portfolio
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Lpl Financial LLC Fort Mill, SC42.4KShares$4.83 Million0.0% of portfolio
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Commonwealth Equity Services, LLC33.8KShares$3.85 Million0.01% of portfolio