Perigon Wealth Management, LLC Ishares Tr Ishares Morningstar Call Options Transaction History
Perigon Wealth Management, LLC
- $5.25 Billion
- Q4 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding IYLD
# of Institutions
60Shares Held
1.34MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY307KShares$6.56 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC230KShares$4.91 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC89.6KShares$1.92 Million0.0% of portfolio
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Kestra Advisory Services, LLC59.1KShares$1.27 Million0.01% of portfolio
-
Royal Bank Of Canada Toronto, A656.4KShares$1.21 Million0.0% of portfolio