Perigon Wealth Management, LLC J P Morgan Exchg Traded Fd Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan Exchg Traded Fd stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 366,095 shares of BBUS stock, worth $39.8 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
366,095
Previous 333,052
9.92%
Holding current value
$39.8 Million
Previous $32.7 Million
16.04%
% of portfolio
1.03%
Previous 0.96%
Shares
3 transactions
Others Institutions Holding BBUS
# of Institutions
134Shares Held
18.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY3.71MShares$403 Million0.03% of portfolio
-
Janney Montgomery Scott LLC2.52MShares$274 Million0.73% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.22MShares$241 Million0.11% of portfolio
-
Morgan Stanley New York, NY1.33MShares$145 Million0.01% of portfolio
-
Envestnet Asset Management Inc1.17MShares$127 Million0.04% of portfolio