Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERIGON WEALTH MANAGEMENT LLC | 04-29-2024 | 03-31-2024 | 855 | 3,299,134,549 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ATLASSIAN CORPORATION | CL A | Liquidated | $0 | 0 | 0.00 | 901 | +Inf | 03-31-2024 | |
| GLOBAL X FDS | GLOBX SUPDV US | 1052 | $214,071 | 12,310 | 0.00 | 0.00 | -3,210 | -20.68 | 03-31-2024 |
| DISCOVER FINL SVCS | COM | 1053 | $213,231 | 1,626 | 0.00 | 1,626 | +Inf | 03-31-2024 | |
| WEBSTER FINL CORP | COM | Liquidated | $0 | 0 | 0.00 | 4,194 | +Inf | 03-31-2024 |
