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
18Shares Held
140KCall Options Held
0Put Options Held
0-
New Edge Advisors, LLC New Orleans, LA37.9KShares$1.62 Million0.01% of portfolio
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Valued Wealth Advisors LLC Holladay, UT22.8KShares$977,3230.51% of portfolio
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Creative Planning Overland Park, KS19.9KShares$853,5740.0% of portfolio
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Glass Jacobson Investment Advisors LLC Owings Mills, MD19.3KShares$827,8580.22% of portfolio
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Wealth Enhancement Advisory Services, LLC11.2KShares$477,7500.0% of portfolio