Perigon Wealth Management, LLC First Tr Pfd Secs & Income ETF Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Pfd Secs & Income ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 12,364 shares of FPE stock, worth $218,595. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,364Holding current value
$218,595% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding FPE
# of Institutions
483Shares Held
221MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY50.6MShares$895 Million0.06% of portfolio
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Royal Bank Of Canada Toronto, A616.8MShares$297 Million0.06% of portfolio
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Wells Fargo & Company San Francisco, CA13.7MShares$243 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC13MShares$230 Million0.1% of portfolio
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Ubs Group Ag9.53MShares$168 Million0.03% of portfolio