Perigon Wealth Management, LLC Ishares Global Materials ETF Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Global Materials ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,751 shares of MXI stock, worth $327,912. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,751
Previous 3,751
-0.0%
Holding current value
$327,912
Previous $306,000
4.58%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding MXI
# of Institutions
98Shares Held
1.1MCall Options Held
0Put Options Held
0-
Pathway Financial Advisors LLC170KShares$14.9 Million2.34% of portfolio
-
Morgan Stanley New York, NY143KShares$12.5 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL105KShares$9.17 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC73.4KShares$6.42 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA63.4KShares$5.54 Million0.0% of portfolio