Perigon Wealth Management, LLC Ishares Trust Ishares Usd Gre Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Ishares Trust Ishares Usd Gre stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 4,353 shares of BGRN stock, worth $203,067. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,353
Previous 4,935
11.79%
Holding current value
$203,067
Previous $238,000
15.13%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding BGRN
# of Institutions
118Shares Held
6.5MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY1.22MShares$56.7 Million0.14% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO955KShares$44.5 Million0.16% of portfolio
-
Personal Capital Advisors Corp906KShares$42.3 Million0.2% of portfolio
-
Envestnet Asset Management Inc591KShares$27.6 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO527KShares$24.6 Million0.06% of portfolio