Perigon Wealth Management, LLC Invesco ETF Tr Ii Solar ETF Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Invesco ETF Tr Ii Solar ETF stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 9,806 shares of TAN stock, worth $485,495. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,806
Previous 11,406 14.03%
Holding current value
$485,495
Previous $390,000 9.49%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
$35.24 - $44.04 $56,384 - $70,464
-1,600 Reduced 14.03%
9,806 $427,000
Q2 2025

Jul 15, 2025
BUY
$26.03 - $35.66 $57,266 - $78,451
2,200 Added 23.9%
11,406 $390,000
Q1 2025

Apr 23, 2025
BUY
$30.46 - $36.6 $25,616 - $30,780
841 Added 10.05%
9,206 $280,000
Q4 2024

Jan 22, 2025
BUY
$32.56 - $42.89 $272,364 - $358,774
8,365 New
8,365 $277,000
Q1 2021

May 17, 2021
SELL
$81.15 - $121.94 $74,089 - $111,331
-913 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$66.59 - $104.0 $60,796 - $94,952
913 New
913 $94,000

Others Institutions Holding TAN

# of Institutions
255
Shares Held
5.15M
Call Options Held
884K
Put Options Held
2.2M
View Full List

About INVESCO ETF TR II SOLAR ETF

TAN Quotes by TradingView
  • Ticker TAN
  • Sector ETFs
  • Industry ETFs
More about TAN
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