Perigon Wealth Management, LLC First Tr Tactical High Yield L Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Tactical High Yield L stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 12,656 shares of HYLS stock, worth $526,363. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,656
Previous 7,045
79.65%
Holding current value
$526,363
Previous $286,000
85.66%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding HYLS
# of Institutions
222Shares Held
32MCall Options Held
0Put Options Held
0-
International Assets Investment Management, LLC Orlando, FL6.8MShares$283 Million0.54% of portfolio
-
Morgan Stanley New York, NY5.31MShares$221 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.18MShares$132 Million0.06% of portfolio
-
First Trust Advisors LP Wheaton, IL2.8MShares$117 Million0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.09MShares$86.7 Million0.02% of portfolio