Perigon Wealth Management, LLC Sei Exchange Traded Fds Enhanc Call Options Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SEIV
# of Institutions
45Shares Held
14.1MCall Options Held
0Put Options Held
0-
Sei Investments CO Oaks, PA12.3MShares$425 Million0.54% of portfolio
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Envestnet Asset Management Inc282KShares$9.69 Million0.0% of portfolio
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Truist Financial Corp266KShares$9.14 Million0.01% of portfolio
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Hart & Patterson Financial Group LLC Amherst, MA241KShares$8.29 Million3.88% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ154KShares$5.31 Million0.01% of portfolio