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 |
|---|---|---|---|---|---|---|---|---|---|
| D R HORTON INC | COM | 501 | $722,904 | 4,393 | 0.00 | 0.00 | 900 | 25.77 | 03-31-2024 |
| T ROWE PRICE ETF INC | PRICE DIV GRWT | 502 | $722,689 | 19,018 | 0.00 | 0.00 | 1,138 | 6.36 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | 503 | $721,813 | 5,580 | 0.00 | 0.00 | -892 | -13.78 | 03-31-2024 |
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 504 | $718,635 | 12,524 | 0.00 | 12,524 | +Inf | 03-31-2024 |
