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 $884,557. This represents 0.02% of its overall portfolio holdings.

Number of Shares
21,289
Previous 12,656 68.21%
Holding current value
$884,557
Previous $531,000 65.54%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Jan 22, 2025
BUY
$41.29 - $42.03 $356,456 - $362,844
8,633 Added 68.21%
21,289 $879,000
Q3 2024

Oct 16, 2024
BUY
$40.54 - $42.23 $227,469 - $236,952
5,611 Added 79.65%
12,656 $531,000
Q2 2024

Aug 02, 2024
BUY
$40.2 - $41.01 $283,209 - $288,915
7,045 New
7,045 $286,000

Others Institutions Holding HYLS

# of Institutions
237
Shares Held
25.5M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR TACTICAL HIGH YIELD L

HYLS Quotes by TradingView
  • Ticker HYLS
  • Sector ETFs
  • Industry ETFs
More about HYLS
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email