Perigon Wealth Management, LLC Vaneck ETF Tr Environmental Se Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vaneck ETF Tr Environmental Se stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 9,710 shares of EVX stock, worth $334,606. This represents 0.04% of its overall portfolio holdings.
Number of Shares
9,710
Previous 10,247
5.24%
Holding current value
$334,606
Previous $1.85 Million
10.33%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding EVX
# of Institutions
54Shares Held
178KCall Options Held
0Put Options Held
0-
Sea Crest Wealth Management, LLC Purchase, NY29.3KShares$1.01 Million0.12% of portfolio
-
Pacific Sun Financial Corp16.7KShares$575,6540.36% of portfolio
-
Morgan Stanley New York, NY15.5KShares$534,0950.0% of portfolio
-
Bank Of America Corp Charlotte, NC13.7KShares$473,2390.0% of portfolio
-
Wealth Enhancement Advisory Services, LLC9.75KShares$335,9850.0% of portfolio