Perigon Wealth Management, LLC Ssga Active Tr Spdr Loomis Say Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding OBND
# of Institutions
9Shares Held
1.76MCall Options Held
0Put Options Held
0-
Marshall Financial Group LLC1.02MShares$26.4 Million5.52% of portfolio
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Hedeker Wealth, LLC344KShares$8.95 Million2.18% of portfolio
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Atlas Private Wealth Advisors Matawan, NJ312KShares$8.13 Million1.11% of portfolio
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Aveo Capital Partners, LLC42.3KShares$1.1 Million0.21% of portfolio
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Ken Griffin Citadel Advisors LLC | Chicago, Il24.2KShares$630,3940.0% of portfolio