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 |
|---|---|---|---|---|---|---|---|---|---|
| FREEPORT-MCMORAN INC | CL B | 201 | $3,247,399 | 69,065 | 0.00 | 0.00 | 2,232 | 3.34 | 03-31-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 202 | $3,196,028 | 138,897 | 0.00 | 0.00 | 11,754 | 9.24 | 03-31-2024 |
| CITIGROUP INC | COM NEW | 203 | $3,104,561 | 49,092 | 0.00 | 0.00 | 12,474 | 34.07 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 204 | $3,075,557 | 25,420 | 0.00 | 0.00 | 2,072 | 8.87 | 03-31-2024 |
