Perigon Wealth Management, LLC Invesco Actively Managed ETF T Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Invesco Actively Managed ETF T stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 11,708 shares of GTO stock, worth $548,753. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,708
Previous 7,157
63.59%
Holding current value
$548,753
Previous $345,000
57.39%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding GTO
# of Institutions
201Shares Held
35.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC3.2MShares$150 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ2.83MShares$133 Million0.33% of portfolio
-
Envestnet Asset Management Inc2.67MShares$125 Million0.04% of portfolio
-
Invesco Ltd. Atlanta, GA2.35MShares$110 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.76MShares$82.3 Million0.01% of portfolio