Perigon Wealth Management, LLC First Tr Exc Traded Fd Iv High Transaction History
Perigon Wealth Management, LLC
- $4.72 Billion
- Q3 2025
A detailed history of Perigon Wealth Management, LLC transactions in First Tr Exc Traded Fd Iv High stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 27,181 shares of HISF stock, worth $1.23 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
27,181
Previous 25,335
7.29%
Holding current value
$1.23 Million
Previous $1.13 Million
8.39%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding HISF
# of Institutions
41Shares Held
953KCall Options Held
0Put Options Held
0-
Geneos Wealth Management Inc.280KShares$12.6 Million0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC160KShares$7.24 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC93.7KShares$4.23 Million0.01% of portfolio
-
Tru Independence LLC60KShares$2.71 Million0.74% of portfolio
-
Betterment LLC New York, NY42.4KShares$1.91 Million0.0% of portfolio