Perigon Wealth Management, LLC SEI EXCHANGE TRADED FUNDS Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025
Number of Shares
31,043
Previous 31,167 0.4%
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
SELL
N/A
-124 Reduced 0.4%
31,043 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-6,747 Reduced 17.8%
31,167 $0
Q4 2024

Jan 22, 2025
BUY
N/A
37,914 New
37,914 $0
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