Perigon Wealth Management, LLC J P Morgan Exchg Traded Fd Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

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 400,462 shares of BBUS stock, worth $38.8 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
400,462
Previous 397,598 0.72%
Holding current value
$38.8 Million
Previous $42.1 Million 4.06%
% of portfolio
1.06%
Previous 1.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$99.5 - $110.97 $284,968 - $317,818
2,864 Added 0.72%
400,462 $40.4 Million
Q4 2024

Jan 22, 2025
BUY
$102.46 - $110.17 $3.23 Million - $3.47 Million
31,503 Added 8.61%
397,598 $42.1 Million
Q3 2024

Oct 16, 2024
BUY
$93.22 - $103.58 $3.08 Million - $3.42 Million
33,043 Added 9.92%
366,095 $37.9 Million
Q2 2024

Aug 02, 2024
BUY
$89.42 - $98.82 $2.39 Million - $2.64 Million
26,737 Added 8.73%
333,052 $32.7 Million
Q1 2024

Apr 29, 2024
BUY
$84.37 - $94.43 $25.8 Million - $28.9 Million
306,315 New
306,315 $28.9 Million

Others Institutions Holding BBUS

# of Institutions
158
Shares Held
23.4M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHG-TRADED FD

BBUS Quotes by TradingView
  • Ticker BBUS
  • Sector ETFs
  • Industry ETFs
More about BBUS
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