Perigon Wealth Management, LLC Vaneck ETF Tr Investment Grade Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 39,308 shares of FLTR stock, worth $1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
39,308
Previous 44,753 12.17%
Holding current value
$1 Million
Previous $1.14 Million 11.92%
% of portfolio
0.02%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$25.39 - $25.57 $138,248 - $139,228
-5,445 Reduced 12.17%
39,308 $1.01 Million
Q2 2025

Jul 15, 2025
SELL
$24.96 - $25.5 $106,928 - $109,242
-4,284 Reduced 8.74%
44,753 $1.14 Million
Q1 2025

Apr 23, 2025
SELL
$25.44 - $25.58 $628,902 - $632,363
-24,721 Reduced 33.52%
49,037 $1.25 Million
Q4 2024

Jan 22, 2025
SELL
$25.35 - $25.53 $308,129 - $310,317
-12,155 Reduced 14.15%
73,758 $1.88 Million
Q3 2024

Oct 16, 2024
SELL
$25.19 - $25.5 $423,192 - $428,400
-16,800 Reduced 16.36%
85,913 $2.19 Million
Q2 2024

Aug 02, 2024
SELL
$25.36 - $25.52 $713,021 - $717,520
-28,116 Reduced 21.49%
102,713 $2.62 Million
Q1 2024

Apr 29, 2024
SELL
$25.16 - $25.51 $27,550 - $27,933
-1,095 Reduced 0.83%
130,829 $3.34 Million
Q4 2023

Jan 29, 2024
BUY
$25.1 - $25.26 $2.61 Million - $2.63 Million
104,008 Added 372.57%
131,924 $3.32 Million
Q3 2023

Oct 30, 2023
BUY
$25.12 - $25.31 $498,029 - $501,796
19,826 Added 245.07%
27,916 $705,000
Q2 2023

Aug 02, 2023
BUY
$24.86 - $25.25 $201,117 - $204,272
8,090 New
8,090 $204,000

Others Institutions Holding FLTR

# of Institutions
255
Shares Held
56.7M
Call Options Held
23.5K
Put Options Held
10.5K
View Full List

About VANECK ETF TR INVESTMENT GRADE

FLTR Quotes by TradingView
  • Ticker FLTR
  • Sector ETFs
  • Industry ETFs
More about FLTR
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