Perigon Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 10,205 shares of SDVY stock, worth $385,749. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,205
Previous 10,205
-0.0%
Holding current value
$385,749
Previous $371,000
1.62%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
426Shares Held
136MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$680 Million0.3% of portfolio
-
Morgan Stanley New York, NY15MShares$565 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$399 Million0.09% of portfolio
-
Ubs Group Ag6.02MShares$228 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC5.77MShares$218 Million0.02% of portfolio