Perigon Wealth Management, LLC First Tr Tactical High Yield L Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 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 21,289 shares of HYLS stock, worth $873,061. This represents 0.02% of its overall portfolio holdings.
Number of Shares
21,289
Previous 12,656
68.21%
Holding current value
$873,061
Previous $531,000
65.54%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding HYLS
# of Institutions
244Shares Held
24.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY5.1MShares$209 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.9MShares$119 Million0.05% of portfolio
-
First Trust Advisors LP Wheaton, IL2.69MShares$110 Million0.1% of portfolio
-
Wells Fargo & Company San Francisco, CA2.04MShares$83.8 Million0.02% of portfolio
-
Ubs Group Ag1.08MShares$44.3 Million0.01% of portfolio