Perigon Wealth Management, LLC Msci Eafe Growth ETF Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 129,121 shares of EFG stock, worth $12.6 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
129,121
Previous 123,210
4.8%
Holding current value
$12.6 Million
Previous $12.6 Million
10.27%
% of portfolio
0.38%
Previous 0.37%
Shares
19 transactions
Others Institutions Holding EFG
# of Institutions
983Shares Held
137MCall Options Held
100Put Options Held
0-
Envestnet Asset Management Inc25.2MShares$2.46 Billion0.9% of portfolio
-
Jones Financial Companies Lllp7.69MShares$753 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.28MShares$615 Million0.31% of portfolio
-
Jpmorgan Chase & CO New York, NY5.93MShares$581 Million0.05% of portfolio
-
Axiom Advisory, LLC San Diego, CA5.42MShares$531 Million5.34% of portfolio