Perigon Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 28,344 shares of USXF stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
28,344
Previous 24,067
17.77%
Holding current value
$1.45 Million
Previous $1.12 Million
24.09%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding USXF
# of Institutions
234Shares Held
18.6MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc4.55MShares$232 Million0.07% of portfolio
-
Black Rock Inc. New York, NY2.69MShares$137 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA1.36MShares$69.3 Million0.24% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA623KShares$31.8 Million1.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC586KShares$29.9 Million0.01% of portfolio