Perigon Wealth Management, LLC Virtus ETF Tr Ii Seix Sr Ln Et Transaction History
Perigon Wealth Management, LLC
- $5.25 Billion
- Q4 2025
A detailed history of Perigon Wealth Management, LLC transactions in Virtus ETF Tr Ii Seix Sr Ln Et stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 48,050 shares of SEIX stock, worth $1.13 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
48,050
Previous 51,050
5.88%
Holding current value
$1.13 Million
Previous $1.2 Million
6.31%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding SEIX
# of Institutions
78Shares Held
6.3MCall Options Held
0Put Options Held
0-
Virtus Fixed Income Advisers, LLC Hartford, CT893KShares$21 Million15.85% of portfolio
-
Virtus Fund Advisers, LLC Hartford, CT529KShares$12.4 Million47.17% of portfolio
-
Ae Wealth Management LLC433KShares$10.2 Million0.07% of portfolio
-
Envestnet Asset Management Inc394KShares$9.25 Million0.0% of portfolio
-
Ignite Planners, LLC333KShares$7.82 Million1.4% of portfolio