Perigon Wealth Management, LLC Ishares Treasury Floating Rate Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 164,055 shares of TFLO stock, worth $8.31 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
164,055
Previous 165,220
0.71%
Holding current value
$8.31 Million
Previous $8.36 Million
0.97%
% of portfolio
0.21%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding TFLO
# of Institutions
408Shares Held
84.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.27MShares$318 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$283 Million0.13% of portfolio
-
Morgan Stanley New York, NY3.98MShares$201 Million0.01% of portfolio
-
Ubs Group Ag3.57MShares$181 Million0.04% of portfolio
-
Envestnet Asset Management Inc3.16MShares$160 Million0.05% of portfolio