Perigon Wealth Management, LLC Spdr S&P Insurance ETF Transaction History

Perigon Wealth Management, LLC

  • $4.18 Billion
  • Q2 2025

A detailed history of Perigon Wealth Management, LLC transactions in Spdr S&P Insurance ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 12,950 shares of KIE stock, worth $748,121. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,950
Previous 26,473 51.08%
Holding current value
$748,121
Previous $1.6 Million 51.75%
% of portfolio
0.02%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$53.63 - $61.12 $725,238 - $826,525
-13,523 Reduced 51.08%
12,950 $773,000
Q1 2025

Apr 23, 2025
BUY
$54.24 - $60.81 $1.44 Million - $1.61 Million
26,473 New
26,473 $1.6 Million

Others Institutions Holding KIE

# of Institutions
204
Shares Held
13.8M
Call Options Held
34.1K
Put Options Held
41.6K
View Full List

About SPDR S&P INSURANCE ETF

KIE Quotes by TradingView
  • Ticker KIE
  • Sector ETFs
  • Industry ETFs
More about KIE
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email