Perigon Wealth Management, LLC First Tr Exc Traded Fd Iv High Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Exc Traded Fd Iv High stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 25,335 shares of HISF stock, worth $1.14 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
25,335
Previous 24,362
3.99%
Holding current value
$1.14 Million
Previous $1.08 Million
5.01%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding HISF
# of Institutions
38Shares Held
648KCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC140KShares$6.29 Million0.0% of portfolio
-
Breakthru Advisory Services, LLC Muskego, WI94KShares$4.22 Million6.43% of portfolio
-
Commonwealth Equity Services, LLC64KShares$2.88 Million0.0% of portfolio
-
Tru Independence LLC58.6KShares$2.63 Million0.79% of portfolio
-
Cetera Investment Advisers Schaumburg, IL37.7KShares$1.7 Million0.0% of portfolio