Perigon Wealth Management, LLC J P Morgan ETF Tr U S Quality Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 171,073 shares of JQUA stock, worth $9.28 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
171,073
Previous 203,149
15.79%
Holding current value
$9.28 Million
Previous $11.6 Million
16.95%
% of portfolio
0.25%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding JQUA
# of Institutions
395Shares Held
69.3MCall Options Held
0Put Options Held
0-
Savant Capital, LLC6.22MShares$338 Million2.9% of portfolio
-
Signaturefd, LLC Atlanta, GA5.4MShares$293 Million5.93% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.73MShares$202 Million0.09% of portfolio
-
St Germain D J CO Inc Springfield, MA2.81MShares$152 Million7.73% of portfolio
-
Sage Mountain Advisors LLC2.4MShares$130 Million10.19% of portfolio