Perigon Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 127,789 shares of IYW stock, worth $21.1 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
127,789
Previous 131,613
2.91%
Holding current value
$21.1 Million
Previous $19.8 Million
2.18%
% of portfolio
0.53%
Previous 0.58%
Shares
14 transactions
Others Institutions Holding IYW
# of Institutions
1,149Shares Held
84.4MCall Options Held
80.4KPut Options Held
33.1K-
Envestnet Asset Management Inc10.7MShares$1.78 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$969 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$748 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$706 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$684 Million0.29% of portfolio