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 |
|---|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINL INC | COM | 451 | $863,529 | 7,355 | 0.00 | 0.00 | 3,085 | 72.25 | 03-31-2024 |
| DUKE ENERGY CORP NEW | COM NEW | 452 | $846,106 | 8,749 | 0.00 | 0.00 | 1,104 | 14.44 | 03-31-2024 |
| ISHARES TR | SELECT DIVID ETF | 453 | $840,483 | 6,824 | 0.00 | 0.00 | 362 | 5.60 | 03-31-2024 |
| TENABLE HLDGS INC | COM | 454 | $838,432 | 16,962 | 0.00 | 0.00 | -23,997 | -58.59 | 03-31-2024 |
