Perigon Wealth Management, LLC Wisdomtree Tr Us Quality Divid Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 42,128 shares of DGRW stock, worth $3.53 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
42,128
Previous 46,755
9.9%
Holding current value
$3.53 Million
Previous $3.89 Million
12.37%
% of portfolio
0.09%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding DGRW
# of Institutions
693Shares Held
134MCall Options Held
16.5KPut Options Held
200-
Pnc Financial Services Group, Inc. Pittsburgh, PA18.9MShares$1.58 Billion1.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.7MShares$983 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.2MShares$939 Million0.43% of portfolio
-
Morgan Stanley New York, NY8.38MShares$703 Million0.05% of portfolio
-
Hamilton Capital, LLC Columbus, OH6.64MShares$556 Million40.18% of portfolio