Perigon Wealth Management, LLC Virtus ETF Tr Ii Seix Sr Ln Et Transaction History
Perigon Wealth Management, LLC
- $4.18 Billion
- Q2 2025
A detailed history of Perigon Wealth Management, LLC transactions in Virtus ETF Tr Ii Seix Sr Ln Et stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 42,550 shares of SEIX stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
42,550Holding current value
$1 Million% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SEIX
# of Institutions
75Shares Held
6.43MCall Options Held
0Put Options Held
0-
Virtus Investment Advisers, Inc. Hartford, CT803KShares$18.9 Million6.56% of portfolio
-
Drake & Associates, LLC Waukesha, WI750KShares$17.7 Million5.0% of portfolio
-
Virtus Fund Advisers, LLC Hartford, CT529KShares$12.5 Million47.17% of portfolio
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Envestnet Asset Management Inc387KShares$9.13 Million0.0% of portfolio
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Ignite Planners, LLC320KShares$7.54 Million1.59% of portfolio