Perigon Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History
Perigon Wealth Management, LLC
- $3.82 Billion
- Q1 2025
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 113,921 shares of TLT stock, worth $9.85 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
113,921
Previous 126,529
9.96%
Holding current value
$9.85 Million
Previous $11 Million
6.15%
% of portfolio
0.27%
Previous 0.28%
Shares
30 transactions
Others Institutions Holding TLT
# of Institutions
1,420Shares Held
407MCall Options Held
175MPut Options Held
153M-
Bank Of America Corp Charlotte, NC79.2MShares$6.85 Billion0.59% of portfolio
-
Rafferty Asset Management, LLC New York, NY41.8MShares$3.62 Billion13.23% of portfolio
-
Northwestern Mutual Wealth Management CO37.6MShares$3.26 Billion2.79% of portfolio
-
Morgan Stanley New York, NY20.7MShares$1.79 Billion0.13% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.44 Billion0.04% of portfolio