Perigon Wealth Management, LLC Virtus ETF Tr Ii Seix Sr Ln Et Call Options Transaction History

Perigon Wealth Management, LLC

$4.18 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SEIX

# of Institutions

75

Shares Held

6.43M

Call Options Held

0

Put Options Held

0

Virtus Investment Advisers, Inc. Hartford, CT

803K
Shares

$18.9 Million
6.56% of portfolio
Drake & Associates, LLC Waukesha, WI

750K
Shares

$17.7 Million
5.0% of portfolio
Virtus Fund Advisers, LLC Hartford, CT

529K
Shares

$12.5 Million
47.17% of portfolio
Envestnet Asset Management Inc

387K
Shares

$9.13 Million
0.0% of portfolio
Ignite Planners, LLC

320K
Shares

$7.54 Million
1.59% of portfolio

About VIRTUS ETF TR II SEIX SR LN ET

Ticker SEIX
Sector ETFs
Industry ETFs

More about SEIX

Track This Portfolio

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.