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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | SEMICONDUCTORS | 751 | $353,252 | 6,260 | 0.00 | 0.00 | 300 | 5.03 | 03-31-2024 |
| IRON MTN INC DEL | COM | 752 | $350,599 | 4,371 | 0.00 | 0.00 | 445 | 11.33 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 753 | $350,436 | 13,775 | 0.00 | 0.00 | 152 | 1.12 | 03-31-2024 |
| KEYSIGHT TECHNOLOGIES INC | COM | 754 | $350,135 | 2,239 | 0.00 | 0.00 | 618 | 38.12 | 03-31-2024 |
