Perigon Wealth Management, LLC First Tr Tactical High Yield L Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 23,167 shares of HYLS stock, worth $966,990. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,167
Previous 26,124 11.32%
Holding current value
$966,990
Previous $1.07 Million 9.7%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 15, 2025
SELL
$39.8 - $41.84 $117,688 - $123,720
-2,957 Reduced 11.32%
23,167 $968,000
Q1 2025

Apr 23, 2025
BUY
$40.95 - $41.77 $197,993 - $201,957
4,835 Added 22.71%
26,124 $1.07 Million
Q4 2024

Jan 22, 2025
BUY
$41.29 - $42.03 $356,456 - $362,844
8,633 Added 68.21%
21,289 $879,000
Q3 2024

Oct 16, 2024
BUY
$40.54 - $42.23 $227,469 - $236,952
5,611 Added 79.65%
12,656 $531,000
Q2 2024

Aug 02, 2024
BUY
$40.2 - $41.01 $283,209 - $288,915
7,045 New
7,045 $286,000

Others Institutions Holding HYLS

# of Institutions
238
Shares Held
25M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR TACTICAL HIGH YIELD L

HYLS Quotes by TradingView
  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
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