Perigon Wealth Management, LLC Ishares Trust Aaa A Rated Corp Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Trust Aaa A Rated Corp stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,409 shares of QLTA stock, worth $209,603. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,409
Previous 4,537
2.82%
Holding current value
$209,603
Previous $222,000
7.21%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding QLTA
# of Institutions
172Shares Held
21.9MCall Options Held
0Put Options Held
0-
Annex Advisory Services, LLC2.42MShares$115 Million3.82% of portfolio
-
Miracle Mile Advisors, LLC1.62MShares$77.1 Million1.61% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.51MShares$71.8 Million0.03% of portfolio
-
Envestnet Asset Management Inc1.32MShares$62.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.23MShares$58.2 Million0.0% of portfolio