Perigon Wealth Management, LLC J P Morgan Exch Traded Fd Tr B Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exch Traded Fd Tr B stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 292,996 shares of BBIN stock, worth $18.1 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
292,996
Previous 234,501
24.94%
Holding current value
$18.1 Million
Previous $13.9 Million
33.25%
% of portfolio
0.5%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding BBIN
# of Institutions
102Shares Held
63.7MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY52.8MShares$3.25 Billion0.27% of portfolio
-
Morgan Stanley New York, NY1.52MShares$93.6 Million0.01% of portfolio
-
Integrated Wealth Concepts LLC912KShares$56.2 Million0.77% of portfolio
-
Janney Montgomery Scott LLC852KShares$52.5 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC650KShares$40.1 Million0.02% of portfolio