Perigon Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 228,479 shares of SUSC stock, worth $5.34 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
228,479
Previous 214,019
6.76%
Holding current value
$5.34 Million
Previous $4.97 Million
8.27%
% of portfolio
0.11%
Previous 0.12%
Shares
18 transactions
Others Institutions Holding SUSC
# of Institutions
297Shares Held
45.7MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc9.5MShares$222 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY4.37MShares$102 Million0.01% of portfolio
-
Wealthfront Advisers LLC3.31MShares$77.5 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.89MShares$67.6 Million0.02% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.09MShares$48.8 Million0.21% of portfolio