IVE shares owned by Perigon Wealth Management - stockzoa.com
Quarterly reported holdings in iShares S&P 500 Value Index by Perigon Wealth Management Quarter filed Position value Share count Share price at filing 2024-03-31 $9.9M 53k 186.81 2023-12-31 $374k 2.2k 173.91 2023-09-30 $350k 2.3k 153.82 2023-06-30 $422k 2.6k 161.17 2023 …
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IVE Shares Owned By Perigon Wealth Management - Stockzoa.com
3 weeks from now
Quarterly reported holdings in iShares S&P 500 Value Index by Perigon Wealth Management Quarter filed Position value Share count Share price at filing 2024-03-31 $9.9M 53k 186.81 2023-12-31 $374k 2.2k 173.91 2023-09-30 $350k 2.3k 153.82 2023-06-30 $422k 2.6k 161.17 2023 …
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IVW Shares Owned By Perigon Wealth Management - Stockzoa.com
3 weeks from now
Quarterly reported holdings in iShares S&P 500 Growth Index by Perigon Wealth Management Quarter filed Position value Share count Share price at filing 2023-03-31 $1.5M 23k 63.89 …
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Perigon Wealth Management, LLC Q1 2024 13F Top Portfolio …
3 weeks from now
Apr 29, 2024 · Perigon Wealth Management, LLC reported 855 holdings with total value $3.30 B as of Q1 2024. Top holdings included AAPL, NVDA, IVV, AMZN, and QQQ
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Perigon Wealth Management LLC Buys 161 Shares Of IShares …
3 weeks from now
22 hours ago · Perigon Wealth Management LLC lifted its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 9.3% during the 4th quarter, according to its most …
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Perigon Wealth Management Review - Investor.com
3 weeks from now
Oct 16, 2024 · Perigon Wealth Management, registered in 2004, serves 44 state (s) with a licensed staff of 77 advisors. Perigon Wealth Management manages $6.9 billion and provides …
investor.com
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Sei Exchange Traded Funds Shares Owned By Perigon Wealth …
3 weeks from now
Quarterly reported holdings in Sei Exchange Traded Funds by Perigon Wealth Management Quarter filed Position value Share count Share price at filing 2024-12-31 $1.1M 43k 26.37
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Perigon Wealth Management LLC Has $6.38 Million Stock …
3 weeks from now
4 days ago · Perigon Wealth Management LLC grew its holdings in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 4.2% during the fourth quarter, according to …
marketbeat.com
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IWF Shares Owned By Perigon Wealth Management - Stockzoa.com
3 weeks from now
Quarterly reported holdings in iShares Russell 1000 Growth Index by Perigon Wealth Management Quarter filed Position value Share count Share price at filing 2023-03-31 $2.8M …
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Perigon Wealth Management LLC Trims Stock Holdings In Meta …
3 weeks from now
22 hours ago · The fund owned 70,399 shares of the social networking company's stock after selling 3,468 shares during the period. Meta Platforms accounts for about 1.1% of Perigon …
marketbeat.com
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IVE Shares Owned By Hidden Cove Wealth Management
3 weeks from now
Quarterly reported holdings in iShares S&P 500 Value Index by Hidden Cove Wealth Management Quarter filed Position value Share count Share price at filing 2024-12-31 $234k …
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IVR Shares Owned By Spire Wealth Management - Historical …
3 weeks from now
Quarterly reported holdings in Invesco Mortgage Capital by Spire Wealth Management Quarter filed Position value Share count Share price at filing 2024-12-31 $8.9k 1.1k 8.05
stockzoa.com
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