Perigon Wealth Management, LLC SEI EXCHANGE TRADED FUNDS Transaction History

Perigon Wealth Management, LLC

  • $5.25 Billion
  • Q4 2025
Number of Shares
37,161
Previous 35,937 3.41%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
N/A
1,224 Added 3.41%
37,161 $0
Q3 2025

Oct 17, 2025
BUY
N/A
383 Added 1.08%
35,937 $0
Q2 2025

Jul 15, 2025
BUY
N/A
206 Added 0.58%
35,554 $0
Q1 2025

Apr 23, 2025
SELL
N/A
-7,934 Reduced 18.33%
35,348 $0
Q4 2024

Jan 22, 2025
BUY
N/A
43,282 New
43,282 $0
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