Perigon Wealth Management, LLC Ishares Tr Ishares Morningstar Put Options Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
Put Options
0 transactions
| Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
|---|
Others Institutions Holding IYLD
# of Institutions
61Shares Held
1.52MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY307KShares$6.56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC230KShares$4.91 Million0.0% of portfolio
-
Elevation Capital Advisory, LLC Bend, OR222KShares$4.75 Million1.89% of portfolio
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Lpl Financial LLC Fort Mill, SC89.6KShares$1.92 Million0.0% of portfolio
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Kestra Advisory Services, LLC59.1KShares$1.27 Million0.01% of portfolio