Perigon Wealth Management, LLC Spdr Index Shs Fds Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

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 4,023 shares of QWLD stock, worth $570,622. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,023
Previous 4,004 0.47%
Holding current value
$570,622
Previous $540,000 4.44%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$132.92 - $140.43 $2,525 - $2,668
19 Added 0.47%
4,023 $564,000
Q2 2025

Jul 15, 2025
SELL
$114.78 - $134.88 $2,754 - $3,237
-24 Reduced 0.6%
4,004 $540,000
Q1 2025

Apr 23, 2025
SELL
$122.65 - $131.03 $15,576 - $16,640
-127 Reduced 3.06%
4,028 $514,000
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
57
Shares Held
832K
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
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