Perigon Wealth Management, LLC First Tr ETF Viii Tcw Unconstr Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 16,733 shares of UCON stock, worth $421,671. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,733
Previous 16,733
-0.0%
Holding current value
$421,671
Previous $416,000
1.2%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding UCON
# of Institutions
292Shares Held
100MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC10.7MShares$268 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.82MShares$197 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA5.94MShares$150 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4MShares$101 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.8MShares$95.7 Million0.01% of portfolio