Perigon Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Invesco Ftse Rafi Us 1500 Smal stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 131,607 shares of PRFZ stock, worth $5.53 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
131,607
Previous 128,602
2.34%
Holding current value
$5.53 Million
Previous $4.9 Million
11.5%
% of portfolio
0.15%
Previous 0.14%
Shares
27 transactions
Others Institutions Holding PRFZ
# of Institutions
290Shares Held
41.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA20.1MShares$847 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.55MShares$107 Million0.01% of portfolio
-
Warren Averett Asset Management, LLC Birmingham, AL1.38MShares$57.9 Million1.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.28MShares$53.7 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.22MShares$51.4 Million0.02% of portfolio