Perigon Wealth Management, LLC Usaa ETF Tr Core Intermediate Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Usaa ETF Tr Core Intermediate stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 5,360 shares of UITB stock, worth $250,312. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,360Holding current value
$250,312% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding UITB
# of Institutions
122Shares Held
47.5MCall Options Held
0Put Options Held
0-
Victory Capital Management Inc18.3MShares$854 Million0.88% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.45MShares$301 Million0.06% of portfolio
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Morgan Stanley New York, NY2.31MShares$108 Million0.01% of portfolio
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United Services Automobile Association San Antonio, TX2.15MShares$101 Million3.36% of portfolio
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Bogart Wealth, LLC1.76MShares$82.2 Million3.85% of portfolio