Perigon Wealth Management, LLC Ishares Morningstar Small Cap Call Options Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding ISCV
# of Institutions
124Shares Held
3.63MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY388KShares$24.9 Million0.0% of portfolio
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Exchange Traded Concepts, LLC317KShares$20.4 Million0.26% of portfolio
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Vaughan & CO Securities, Inc.282KShares$18.1 Million10.1% of portfolio
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Steele Capital Management, Inc. Dubuque, IA190KShares$12.2 Million0.56% of portfolio
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Matrix Trust CO190KShares$12.2 Million1.85% of portfolio