Perigon Wealth Management, LLC SEI EXCHANGE TRADED FUNDS Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025
Number of Shares
35,554
Previous 35,348 0.58%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
206 Added 0.58%
35,554 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-7,934 Reduced 18.33%
35,348 $0
Q4 2024

Jan 22, 2025
BUY
N/A
43,282 New
43,282 $0
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