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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 251 | $2,292,007 | 64,364 | 0.00 | 0.00 | 10,754 | 20.06 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 252 | $2,285,195 | 42,139 | 0.00 | 0.00 | -5,720 | -11.95 | 03-31-2024 |
| COINBASE GLOBAL INC | COM CL A | 253 | $2,249,278 | 8,484 | 0.00 | 0.00 | -1,417 | -14.31 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 254 | $2,225,857 | 37,166 | 0.00 | 0.00 | 12,928 | 53.34 | 03-31-2024 |
