Perigon Wealth Management, LLC Ishares Tr Intl Developed Smal Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
Shares
4 transactions
Others Institutions Holding ISVL
# of Institutions
19Shares Held
241KCall Options Held
0Put Options Held
0-
Peregrine Asset Advisers, Inc. Portland, OR99.7KShares$4.49 Million1.43% of portfolio
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New Edge Advisors, LLC New Orleans, LA38.4KShares$1.73 Million0.01% of portfolio
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Creative Planning Overland Park, KS19.9KShares$897,2610.0% of portfolio
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Valued Wealth Advisors LLC Holladay, UT19.3KShares$870,3180.42% of portfolio
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Glass Jacobson Investment Advisors LLC Owings Mills, MD18.4KShares$825,9220.3% of portfolio