Perigon Wealth Management, LLC Ishares Tr Esg Advanced Total Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 79,316 shares of EUSB stock, worth $3.44 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
79,316
Previous 65,369
21.34%
Holding current value
$3.44 Million
Previous $2.78 Million
26.32%
% of portfolio
0.1%
Previous 0.08%
Shares
15 transactions
Others Institutions Holding EUSB
# of Institutions
152Shares Held
12.9MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$216 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.71MShares$74 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA627KShares$27.2 Million0.1% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA446KShares$19.3 Million0.71% of portfolio
-
Impac Tfolio, LLC409KShares$17.7 Million9.36% of portfolio