Perigon Wealth Management, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,906 shares of DON stock, worth $187,566. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,906Holding current value
$187,566% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DON
# of Institutions
483Shares Held
43.7MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.51MShares$216 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.49MShares$120 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.08MShares$99.9 Million0.04% of portfolio
-
Linscomb & Williams, Inc. Houston, TX1.84MShares$88.3 Million4.75% of portfolio
-
Ubs Group Ag1.59MShares$76.6 Million0.02% of portfolio