Perigon Wealth Management, LLC Fidelity Nasdaq Composite Inde Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
Shares
10 transactions
Others Institutions Holding ONEQ
# of Institutions
357Shares Held
17.1MCall Options Held
9.4KPut Options Held
2.7K-
Commonwealth Equity Services, LLC1.25MShares$96 Million0.14% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.08MShares$82.8 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa809KShares$62.1 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC546KShares$41.9 Million0.0% of portfolio
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Analyst Ims Investment Management Services Ltd.504KShares$38.6 Million1.4% of portfolio