Perigon Wealth Management, LLC Ishares Trust Ishares Msci Glo Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,207 shares of SDG stock, worth $512,561. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,207
Previous 5,588 28.97%
Holding current value
$512,561
Previous $473,000 8.88%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$71.56 - $85.77 $115,855 - $138,861
1,619 Added 28.97%
7,207 $515,000
Q3 2024

Oct 16, 2024
BUY
$74.95 - $85.33 $4,497 - $5,119
60 Added 1.09%
5,588 $473,000
Q2 2024

Aug 02, 2024
BUY
$74.48 - $81.76 $411,725 - $451,969
5,528 New
5,528 $414,000

Others Institutions Holding SDG

# of Institutions
129
Shares Held
1.38M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES MSCI GLO

SDG Quotes by TradingView
  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email