Stammdaten
Unternehmen & Branche
| Name | Perigon Wealth Management, LLC |
|---|---|
| Ticker | |
| CIK | 0001575239 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 253,298 | 0 | 253,298 | 12,617,838 | Neu | +100,0% | |
| Perigon Wealth Management, LLC | 100,986 | 0 | 100,986 | 5,030,539 | Neu | +100,0% | |
| Saxony Capital Management, LLC | 95,276 | 0 | 95,276 | 4,746,098 | Neu | +100,0% | |
| UBS Group AG | 21,911 | 0 | 21,911 | 1,091,475 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 16,651 | 0 | 16,651 | 829,456 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 17 | 0 | 17 | 865 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 253,298 | 12,617,838 | 51.89 |
| Perigon Wealth Management, LLC | 100,986 | 5,030,539 | 20.69 |
| Saxony Capital Management, LLC | 95,276 | 4,746,098 | 19.52 |
| UBS Group AG | 21,911 | 1,091,475 | 4.49 |
| TRUIST FINANCIAL CORP | 16,651 | 829,456 | 3.41 |
| NBC SECURITIES, INC. | 17 | 865 | 0.00 |