Perigon Wealth Management, LLC BTHM Holdings History
Perigon Wealth Management, LLC's BLACKROCK ETF TRUS Holding Summary
As of 2025-06-30, Perigon Wealth Management, LLC held 224,115.00 shares of BLACKROCK ETF TRUS(BTHM), totaling $7.97 Mil. This investment constitutes 0.19% of their stock portfolio, and Perigon Wealth Management, LLC now holds 0.16% of the outstanding BLACKROCK ETF TRUS(BTHM) stock.
The initial trade took place in 2025Q1. And since then Perigon Wealth Management, LLC has made 2 purchases of BTHM, at an average price of $32.98, for a total of 224,115.00 shares. Based on historical transaction data and BTHM's current price of $33.22, Perigon Wealth Management, LLC's estimated gain on his BTHM holdings is $54,549.93, reflecting a 0.74% gain to date.
Perigon Wealth Management, LLC BTHM ($33.22) Holding Chart
Perigon Wealth Management, LLC BTHM ($33.22) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
