Perigon Wealth Management, LLC Ishares Tr Transaction History
Perigon Wealth Management, LLC
- $3.27 Billion
- Q1 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,768 shares of ITA stock, worth $784,563. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,768
Previous 78,512
92.65%
Holding current value
$784,563
Previous $9.94 Million
92.35%
% of portfolio
0.02%
Previous 0.33%
Shares
8 transactions
Others Institutions Holding ITA
# of Institutions
648Shares Held
24.8MCall Options Held
673KPut Options Held
275K-
Bank Of America Corp Charlotte, NC9.12MShares$1.24 Billion0.11% of portfolio
-
Morgan Stanley New York, NY1.97MShares$268 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC874KShares$119 Million0.06% of portfolio
-
Global Assets Advisory, LLC Orlando, FL844KShares$115 Million0.29% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN742KShares$101 Million0.03% of portfolio