Perigon Wealth Management, LLC Sei Exchange Traded Fds Ehned Put Options Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding SEIQ
# of Institutions
41Shares Held
6.94MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA5.98MShares$208 Million0.28% of portfolio
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Envestnet Asset Management Inc123KShares$4.29 Million0.0% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA117KShares$4.08 Million1.99% of portfolio
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Truist Financial Corp117KShares$4.07 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ73.5KShares$2.56 Million0.01% of portfolio