Perigon Wealth Management, LLC Ishares U S ETF Tr Int Rate He Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 2,817 shares of LQDH stock, worth $262,431. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,817
Holding current value
$262,431
% of portfolio
0.01%

Shares

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

Jan 22, 2025
BUY
$92.58 - $93.71 $260,797 - $263,981
2,817 New
2,817 $261,000
Q2 2022

Aug 11, 2022
SELL
$90.1 - $94.09 $856,490 - $894,419
-9,506 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$90.25 - $95.84 $328,239 - $348,570
3,637 Added 61.97%
9,506 $889,000
Q4 2021

Feb 11, 2022
BUY
$94.78 - $96.77 $556,263 - $567,943
5,869 New
5,869 $562,000

Others Institutions Holding LQDH

# of Institutions
92
Shares Held
3.36M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U S ETF TR INT RATE HE

LQDH Quotes by TradingView
  • Ticker LQDH
  • Sector ETFs
  • Industry ETFs
More about LQDH
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