Perigon Wealth Management, LLC Capital Group Core Equity ETF Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Capital Group Core Equity ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,252 shares of CGUS stock, worth $287,252. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,252Holding current value
$287,252% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding CGUS
# of Institutions
307Shares Held
86.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.23MShares$321 Million0.14% of portfolio
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Envestnet Asset Management Inc7.83MShares$273 Million0.09% of portfolio
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Raymond James Financial Inc St. Petersburg, FL4.85MShares$169 Million0.06% of portfolio
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Morgan Stanley New York, NY4.01MShares$140 Million0.01% of portfolio
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Capital Group Private Client Services, Inc. Los Angeles, CA3.96MShares$138 Million1.35% of portfolio