Perigon Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 21,515 shares of SLYV stock, worth $1.9 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
21,515
Previous 21,118
1.88%
Holding current value
$1.9 Million
Previous $1.68 Million
13.24%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding SLYV
# of Institutions
635Shares Held
33.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.51MShares$487 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$201 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.19MShares$106 Million0.2% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA994KShares$87.8 Million12.61% of portfolio
-
Goelzer Investment Management, Inc.879KShares$77.6 Million4.28% of portfolio