Perigon Wealth Management, LLC First Tr Large Cap Core Alphde Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Large Cap Core Alphde stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 3,125 shares of FEX stock, worth $341,500. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,125
Previous 3,420
8.63%
Holding current value
$341,500
Previous $356,000
8.71%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding FEX
# of Institutions
232Shares Held
7.76MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.2MShares$131 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC957KShares$105 Million0.04% of portfolio
-
Janney Montgomery Scott LLC509KShares$55.6 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$51.3 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL288KShares$31.5 Million0.01% of portfolio