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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI GBL GOLD MN | 951 | $240,255 | 9,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS DEC2026 | 952 | $239,573 | 10,045 | 0.00 | 0.00 | -2,703 | -21.20 | 03-31-2024 |
| SNAP ON INC | COM | 953 | $239,300 | 808 | 0.00 | 808 | +Inf | 03-31-2024 | |
| ISHARES TR | IBONDS 27 ETF | 954 | $238,973 | 10,041 | 0.00 | 0.00 | -1,229 | -10.91 | 03-31-2024 |
