Perigon Wealth Management, LLC SEI EXCHANGE TRADED FUNDS Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025
Number of Shares
74,953
Previous 79,367 5.56%
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
-4,414 Reduced 5.56%
74,953 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-17,913 Reduced 18.41%
79,367 $0
Q4 2024

Jan 22, 2025
BUY
N/A
97,280 New
97,280 $0
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