Perigon Wealth Management, LLC Purchases in Q3 2024

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BMRC
Bank Of Marin Bancorp

Financial Services
10
+ 0.02%
$16.0 - $22.35 $160 - $224
63.2K $1.27M
GDDY
Go Daddy Inc.

Technology
1.58K
New
$141.41 - $167.41 $223K - $264K
1.58K $247K
CCI
Crown Castle International Corp

Real Estate
2.09K
New
$95.29 - $120.24 $199K - $251K
2.09K $247K
IYH
Ishares Tr

ETFs
471
+ 0.82%
$60.29 - $66.38 $28.4K - $31.3K
58.3K $3.79M
IFF
International Flavors & Fragrances Inc

Basic Materials
2.34K
New
$93.14 - $105.12 $218K - $246K
2.34K $245K
HYLS
First Tr Tactical High Yield L

ETFs
5.61K
+ 79.65%
$40.54 - $42.23 $227K - $237K
12.7K $531K
GBIL
Goldman Sachs Access Treasury

ETFs
2.33K
+ 5.94%
$99.7 - $100.3 $232K - $234K
41.6K $4.17M
FLIN
Franklin Templeton ETF Tr

ETFs
5.73K
New
$39.24 - $42.42 $225K - $243K
5.73K $240K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.62K
+ 31.88%
$42.87 - $45.76 $198K - $211K
19.1K $863K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
4.94K
New
$46.29 - $48.52 $228K - $239K
4.94K $238K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
6.63K
New
$32.7 - $36.14 $217K - $240K
6.63K $237K
SMG
Scotts Miracle Gro CO

Basic Materials
2.71K
New
$61.06 - $86.7 $165K - $235K
2.71K $234K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
1.45K
New
$141.31 - $161.48 $205K - $234K
1.45K $233K
FICO
Fair Isaac Corp

Technology
120
New
$1496.51 - $1947.38 $180K - $234K
120 $233K
DOV
Dover Corp

Industrials
1.21K
New
$172.5 - $193.03 $209K - $234K
1.21K $232K
XSMO
Invesco S&P Smallcap Momentum

ETFs
3.48K
New
$59.5 - $67.14 $207K - $233K
3.48K $230K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.13K
New
$104.47 - $116.17 $222K - $247K
2.13K $229K
KIND
Nextdoor Holdings, Inc.

Communication Services
91.3K
New
$2.26 - $2.93 $206K - $267K
91.3K $226K
VCR
Vanguard Consumer Discretionar

ETFs
660
New
$291.88 - $341.94 $193K - $226K
660 $224K
D
Dominion Energy, Inc

Utilities
3.88K
New
$48.01 - $58.53 $186K - $227K
3.88K $224K
CGGR
Capital Group Growth ETF Shs C

ETFs
6.44K
New
$30.71 - $34.79 $198K - $224K
6.44K $224K
MPWR
Monolithic Power Systems Inc

Technology
66
+ 4.19%
$757.04 - $947.16 $50K - $62.5K
1.64K $1.52M
IOT
Samsara Inc.

Technology
79
+ 0.52%
$34.85 - $49.75 $2.75K - $3.93K
15.3K $736K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.54K
New
$46.5 - $49.42 $211K - $224K
4.54K $222K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.55K
New
$54.3 - $62.38 $193K - $221K
3.55K $221K
AVSU
American Centy ETF Tr Avantis

ETFs
3.39K
New
$59.01 - $65.3 $200K - $221K
3.39K $221K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.21K
+ 6.05%
$92.56 - $99.46 $204K - $220K
38.7K $3.71M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
4.66K
New
$42.72 - $47.0 $199K - $219K
4.66K $218K
EXAS
Exact Sciences Corp

Healthcare
149
+ 1.86%
$42.43 - $70.83 $6.32K - $10.6K
8.17K $556K
VST
Vistra Corp.

Utilities
1.83K
New
$69.0 - $119.06 $126K - $218K
1.83K $217K
FSLR
First Solar, Inc.

Technology
870
New
$205.36 - $255.78 $179K - $223K
870 $217K
PHO
Invesco Exchange Traded Fd Tr

ETFs
3.07K
New
$63.82 - $70.54 $196K - $216K
3.07K $216K
DVY
Ishares Tr

ETFs
593
+ 6.18%
$119.99 - $135.74 $71.2K - $80.5K
10.2K $1.38M
FCX
Freeport Mcmoran Inc

Basic Materials
2.37K
+ 3.26%
$39.52 - $51.92 $93.5K - $123K
75K $3.74M
TMDX
Trans Medics Group, Inc.

Healthcare
1.23K
+ 36.79%
$135.68 - $176.11 $167K - $216K
4.57K $717K
HDV
Ishares Core High Dividend ETF

ETFs
1.82K
New
$107.62 - $118.76 $196K - $216K
1.82K $214K
OEF
Ishares S&P 100 ETF

ETFs
760
+ 12.55%
$266.03 - $266.03 $202K - $202K
6.81K $1.81M
ITB
Ishares Tr

ETFs
1.67K
New
$97.52 - $128.64 $163K - $215K
1.67K $212K
CAH
Cardinal Health Inc

Healthcare
1.91K
New
$93.74 - $114.66 $179K - $218K
1.91K $210K
BOX
Box Inc

Technology
6.41K
New
$24.92 - $33.45 $160K - $214K
6.41K $209K
ORA
Ormat Technologies, Inc.

Utilities
2.72K
New
$69.2 - $78.16 $188K - $212K
2.72K $208K
HAL
Halliburton CO

Energy
7.17K
New
$27.81 - $36.44 $199K - $261K
7.17K $208K
AEP
American Electric Power CO Inc

Utilities
134
+ 1.03%
$87.11 - $104.95 $11.7K - $14.1K
13.1K $1.34M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.22K
+ 17.14%
$65.04 - $84.24 $79.3K - $103K
8.33K $671K
VTRS
Viatris Inc

Healthcare
17.8K
New
$10.32 - $12.13 $184K - $216K
17.8K $206K
ZUO
Zuora Inc

Technology
23.9K
New
$8.34 - $9.73 $200K - $233K
23.9K $206K
USFR
Wisdomtree Floating Rate Treas

ETFs
4.09K
New
$50.2 - $50.48 $205K - $206K
4.09K $205K
RSG
Republic Services, Inc.

Industrials
1.02K
New
$189.34 - $208.21 $193K - $213K
1.02K $205K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8.33K
New
$21.72 - $25.05 $181K - $209K
8.33K $204K
Activity Summary
Buys All Purchases 584 New Holdings 171 Increased Positions 413 Sells All Sells 362 Reductions 362 Sold out 0 Options Calls 3 Puts 1
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