Perigon Wealth Management, LLC Purchases in Q4 2024

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Gsk PLC
484
+ 5.03%
N/A
10.1K $0
Arista Networks Inc
37.1K
New
N/A
37.1K $0
Series Portfolios Tr
73K
New
N/A
73K $0
Annaly Capital Management In
3.77K
+ 8.84%
N/A
46.4K $0
Simplify Exchange Traded Fun
414
+ 5.81%
N/A
7.54K $0
First Tr Exchange Traded Fd
11K
+ 117.09%
N/A
20.4K $0
Invesco Exchange Traded Fd T
3.38K
New
N/A
3.38K $0
LCTD
Blackrock ETF World Ex Us Carb
3.84K
+ 77.58%
N/A
8.79K $0
Blackrock ETF Trust Ii
10.8K
+ 9.57%
N/A
124K $0
Grail Inc
865
+ 6.16%
N/A
14.9K $0
UTES
Virtus Reaves Utilities ETF
7.14K
New
N/A
7.14K $0
DFSI
Dimensional ETF Tr Dimen Intl
207
+ 0.27%
N/A
77.6K $0
Franklin Templeton ETF Tr
1.14K
+ 7.62%
N/A
16K $0
Super Micro Computer Inc
33K
New
N/A
33K $0
Ge Healthcare Technologies I
382
+ 4.42%
N/A
9.03K $0
Ge Vernova Inc
1.07K
+ 29.87%
N/A
4.67K $0
Grayscale Ethereum Trust ETF
4.06K
+ 24.45%
N/A
20.7K $0
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$54.54 - $61.04 $54.5 - $61
15.8K $881K
Cervomed Inc
62.7K
New
N/A
62.7K $0
GIGB
Goldman Sachs ETF Access Invt
93
+ 1.8%
N/A
5.26K $0
Cava Group Inc
1.94K
+ 89.68%
N/A
4.1K $0
Arm Holdings PLC
2.57K
+ 35.27%
N/A
9.86K $0
FTGS
First Tr Exchange Traded Fd Gr
12.2K
New
N/A
12.2K $0
SCLX
Scilex Hldg CO Com
10K
New
N/A
10K $0
Natwest Group PLC
1.41K
+ 13.27%
N/A
12K $0
Kenvue Inc
3.19K
+ 19.84%
N/A
19.2K $0
ISCB
International Speedway Corp

ETFs
23
+ 0.09%
$57.44 - $64.3 $1.32K - $1.48K
24.5K $1.43M
Nano Nuclear Energy Inc
110K
New
N/A
110K $0
Lam Research Corp
40.8K
New
N/A
40.8K $0
Morgan Stanley ETF Trust
1.01K
+ 15.5%
N/A
7.53K $0
Blackrock Inc
2.69K
New
N/A
2.69K $0
Linde PLC
2.29K
+ 53.56%
N/A
6.57K $0
Lithium Amers Corp New
5K
+ 46.19%
N/A
15.8K $0
OXYWS
Occidental Pete Corp Wt Exp 08
6.66K
New
N/A
6.66K $0
Kayne Anderson Bdc Inc
10.1K
New
N/A
10.1K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
14.9K
New
N/A
14.9K $0
Sei Exchange Traded Funds
97.3K
New
N/A
97.3K $0
Sei Exchange Traded Funds
43.3K
New
N/A
43.3K $0
Liberty Global LTD
4.65K
+ 22.0%
N/A
25.8K $0
Npk International Inc
114
+ 1.12%
N/A
10.3K $0
Ishares Bitcoin Trust ETF
6.08K
+ 24.04%
N/A
31.4K $0
J P Morgan Exchange Traded F
25.9K
+ 127.12%
N/A
46.2K $0
JGRO
J P Morgan Exchange Traded Fd
3.94K
+ 12.76%
N/A
34.8K $0
Jacobs Solutions Inc
1.87K
+ 75.37%
N/A
4.36K $0
Sei Exchange Traded Funds
37.9K
New
N/A
37.9K $0
RNR
Renaissancere Holdings LTD

Financial Services
84
+ 8.73%
$241.97 - $287.47 $20.3K - $24.1K
1.05K $260K
LVHI
Franklin International Low Vol

ETFs
379
+ 1.74%
$29.98 - $31.57 $11.4K - $12K
22.1K $674K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.8K
+ 1.83%
$48.33 - $49.08 $135K - $137K
156K $7.55M
BNTX
Bio N Tech Se

Healthcare
224
+ 3.95%
$99.72 - $122.68 $22.3K - $27.5K
5.9K $672K
Activity Summary
Buys All Purchases 680 New Holdings 116 Increased Positions 564 Sells All Sells 323 Reductions 323 Sold out 0 Options Calls 7 Puts 1
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