Perigon Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 58,418 shares of SPLG stock, worth $3.62 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
58,418
Previous 52,091
12.15%
Holding current value
$3.62 Million
Previous $3.59 Million
6.96%
% of portfolio
0.1%
Previous 0.09%
Shares
25 transactions
Others Institutions Holding SPLG
# of Institutions
1,321Shares Held
552MCall Options Held
410KPut Options Held
745K-
Betterment LLC New York, NY52.9MShares$3.28 Billion8.77% of portfolio
-
Lpl Financial LLC Fort Mill, SC39.3MShares$2.44 Billion1.14% of portfolio
-
Creative Planning Overland Park, KS30.4MShares$1.88 Billion2.04% of portfolio
-
Jones Financial Companies Lllp15.6MShares$966 Million1.03% of portfolio
-
Invesco Ltd. Atlanta, GA15.5MShares$958 Million0.21% of portfolio