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 |
|---|---|---|---|---|---|---|---|---|---|
| PELOTON INTERACTIVE INC | CL A COM | 1151 | $96,271 | 22,467 | 0.00 | 0.00 | -6,156 | -21.51 | 03-31-2024 |
| NUVEEN PFD & INCOME OPPORTUN | COM | 1152 | $95,713 | 13,312 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NUVEEN CALIFORNIA MUNI VLU F | COM STK | 1153 | $95,040 | 10,560 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BLACKROCK ENHANCED INTL DIV | COM BENE INTER | 1154 | $92,329 | 16,696 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
