Perigon Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 63,585 shares of BUFR stock, worth $2.14 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
63,585
Previous 56,756
12.03%
Holding current value
$2.14 Million
Previous $1.8 Million
17.79%
% of portfolio
0.04%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding BUFR
# of Institutions
478Shares Held
195MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio