Perigon Wealth Management, LLC Spdr Index Shs Fds Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Index Shs Fds stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,155 shares of QWLD stock, worth $532,920. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,155
Previous 4,187 0.76%
Holding current value
$532,920
Previous $539,000 4.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 22, 2025
SELL
$123.39 - $130.49 $3,948 - $4,175
-32 Reduced 0.76%
4,155 $514,000
Q3 2024

Oct 16, 2024
SELL
$117.82 - $128.91 $11,192 - $12,246
-95 Reduced 2.22%
4,187 $539,000
Q2 2024

Aug 02, 2024
BUY
$114.52 - $121.23 $490,374 - $519,106
4,282 New
4,282 $515,000

Others Institutions Holding QWLD

# of Institutions
43
Shares Held
685K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS

QWLD Quotes by TradingView
  • Ticker QWLD
  • Sector ETFs
  • Industry ETFs
More about QWLD
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email