Perigon Wealth Management, LLC
Position in FLRT — Pacer Aristotle Pacific Floating Rate High Income ETF
CIK 1575239
SAN FRANCISCO, CA
All Filings in FLRT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FLRT | $478,150 | 10,325 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 FLRT | $1,387,371 | 29,434 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 FLRT | $987,323 | 20,834 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 FLRT | $1,182,098 | 24,834 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 FLRT | $318,281 | 6,759 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 FLRT | $321,322 | 6,759 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 FLRT | $320,984 | 6,759 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 FLRT | $422,196 | 8,879 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 FLRT | $1,270,850 | 26,721 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||