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 |
|---|---|---|---|---|---|---|---|---|---|
| PLANET LABS PBC | COM CL A | 851 | $285,600 | 112,000 | 0.00 | 0.00 | 15,000 | 15.46 | 03-31-2024 |
| QUANTA SVCS INC | COM | 852 | $284,751 | 1,096 | 0.00 | 0.00 | -38 | -3.35 | 03-31-2024 |
| BARRICK GOLD CORP | COM | 853 | $283,766 | 17,053 | 0.00 | 0.00 | -231 | -1.34 | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | 854 | $280,751 | 10,765 | 0.00 | 0.00 | 2,000 | 22.82 | 03-31-2024 |
