Perigon Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 60,061 shares of IUSG stock, worth $7.82 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
60,061
Previous 61,038
1.6%
Holding current value
$7.82 Million
Previous $8.05 Million
3.95%
% of portfolio
0.21%
Previous 0.22%
Shares
9 transactions
Others Institutions Holding IUSG
# of Institutions
824Shares Held
117MCall Options Held
2.7KPut Options Held
100-
Bank Of America Corp Charlotte, NC39.5MShares$5.14 Billion0.47% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.3MShares$1.99 Billion0.9% of portfolio
-
Morgan Stanley New York, NY13MShares$1.69 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.29MShares$819 Million0.84% of portfolio
-
Envestnet Asset Management Inc2.03MShares$265 Million0.09% of portfolio