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Image about Perigon Wealth Management LLC Grows Stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO)

Perigon Wealth Management LLC Grows Stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO)

Perigon Wealth Management LLC lifted its stake in shares of Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 111.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image about Perigon Wealth Management LLC Sells 521 Shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Perigon Wealth Management LLC Sells 521 Shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Perigon Wealth Management LLC trimmed its position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 12.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image about Perigon Wealth Management LLC Has $675,000 Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Perigon Wealth Management LLC Has $675,000 Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Perigon Wealth Management LLC raised its holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 50.9% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
Image about Cerity Partners LLC Buys 12,008 Shares of Airbnb, Inc. (NASDAQ:ABNB)

Cerity Partners LLC Buys 12,008 Shares of Airbnb, Inc. (NASDAQ:ABNB)

Cerity Partners LLC raised its stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 14.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 95,572... More of this article »
Image about Mutual of America Capital Management LLC Invests $5.06 Million in Veralto Co. (NYSE:VLTO)

Mutual of America Capital Management LLC Invests $5.06 Million in Veralto Co. (NYSE:VLTO)

Mutual of America Capital Management LLC purchased a new position in Veralto Co. (NYSE:VLTO – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Sequoia Financial Advisors LLC Boosts Position in Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK)

Sequoia Financial Advisors LLC Boosts Position in Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK)

Sequoia Financial Advisors LLC raised its stake in shares of Perusahaan Perseroan (Persero) PT Telekomunikasi Indonesia Tbk (NYSE:TLK – Free Report) by 204.7% in the fourth quarter, according to its most recent filing with the... More of this article »
Image about Blackrock Municipal 2030 Target Term Trust (NYSE:BTT) Shares Purchased by Stratos Wealth Partners LTD.

Blackrock Municipal 2030 Target Term Trust (NYSE:BTT) Shares Purchased by Stratos Wealth Partners LTD.

Stratos Wealth Partners LTD. grew its position in shares of Blackrock Municipal 2030 Target Term Trust (NYSE:BTT – Free Report) by 28.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image about Amazon.com, Inc. (NASDAQ:AMZN) Shares Purchased by Snider Financial Group

Amazon.com, Inc. (NASDAQ:AMZN) Shares Purchased by Snider Financial Group

Snider Financial Group boosted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 3.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 31,761... More of this article »
Image about Flower City Capital Acquires 191 Shares of Microsoft Co. (NASDAQ:MSFT)

Flower City Capital Acquires 191 Shares of Microsoft Co. (NASDAQ:MSFT)

Flower City Capital increased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 6.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image about Amazon.com, Inc. (NASDAQ:AMZN) Shares Bought by Alta Capital Management LLC

Amazon.com, Inc. (NASDAQ:AMZN) Shares Bought by Alta Capital Management LLC

Alta Capital Management LLC raised its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 25.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Image about iShares MSCI Japan Value ETF (NASDAQ:EWJV) Shares Sold by Perigon Wealth Management LLC

iShares MSCI Japan Value ETF (NASDAQ:EWJV) Shares Sold by Perigon Wealth Management LLC

Perigon Wealth Management LLC decreased its stake in iShares MSCI Japan Value ETF (NASDAQ:EWJV – Free Report) by 58.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image about Valeo Financial Advisors LLC Sells 2,134 Shares of Yum China Holdings, Inc. (NYSE:YUMC)

Valeo Financial Advisors LLC Sells 2,134 Shares of Yum China Holdings, Inc. (NYSE:YUMC)

Valeo Financial Advisors LLC trimmed its position in Yum China Holdings, Inc. (NYSE:YUMC – Free Report) by 21.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image about 16,500 Shares in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) Acquired by Perigon Wealth Management LLC

16,500 Shares in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) Acquired by Perigon Wealth Management LLC

Perigon Wealth Management LLC acquired a new position in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired... More of this article »
Image about Perigon Wealth Management LLC Makes New $725,000 Investment in CNH Industrial (NYSE:CNHI)

Perigon Wealth Management LLC Makes New $725,000 Investment in CNH Industrial (NYSE:CNHI)

Perigon Wealth Management LLC purchased a new stake in CNH Industrial (NYSE:CNHI – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 59,533... More of this article »
Image about Perigon Wealth Management LLC Makes New Investment in Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Perigon Wealth Management LLC Makes New Investment in Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE)

Perigon Wealth Management LLC acquired a new stake in Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »