Perigon Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 28,798 shares of GRID stock, worth $3.67 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
28,798
Previous 10,771 167.37%
Holding current value
$3.67 Million
Previous $1.37 Million 150.8%
% of portfolio
0.09%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$119.34 - $127.78 $2.15 Million - $2.3 Million
18,027 Added 167.37%
28,798 $3.44 Million
Q3 2024

Oct 16, 2024
BUY
$110.06 - $128.44 $1.19 Million - $1.38 Million
10,771 New
10,771 $1.37 Million

Others Institutions Holding GRID

# of Institutions
281
Shares Held
8.57M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR NASDAQ CLEAN EDGE SMA

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