Perigon Wealth Management, LLC Franklin International Low Vol Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Franklin International Low Vol stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 22,104 shares of LVHI stock, worth $719,043. This represents 0.02% of its overall portfolio holdings.
Number of Shares
22,104
Previous 21,725
1.74%
Holding current value
$719,043
Previous $675,000
0.15%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding LVHI
# of Institutions
176Shares Held
32MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC4.07MShares$133 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.25MShares$73.1 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC1.91MShares$62.2 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.48MShares$48 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.43MShares$46.4 Million0.02% of portfolio