Perigon Wealth Management, LLC First Tr Nasdaq Clean Edge Sma Call Options Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding GRID
# of Institutions
256Shares Held
7.55MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$104 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$80.8 Million0.01% of portfolio
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International Assets Investment Management, LLC Orlando, FL506KShares$63.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC490KShares$61.4 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC420KShares$52.5 Million0.02% of portfolio