Perigon Wealth Management LLC Has $552,000 Stock Holdings in …

Perigon Wealth Management LLC Has $552,000 Stock Holdings In …

3 weeks from now

22 hours ago  · Perigon Wealth Management LLC lifted its position in shares of Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA:GCOR – Free Report) by 3.2% in the fourth …

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Perigon Wealth Management LLC Trims Stock Holdings In Meta

3 weeks from now

22 hours ago  · Perigon Wealth Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.7% during the fourth quarter, according to the company …

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Perigon Wealth Management LLC Increases Stock Holdings In

3 weeks from now

4 days ago  · Perigon Wealth Management LLC grew its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 6.0% in the fourth quarter, according to the company in its most recent Form …

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Perigon Wealth Management LLC Has $603,000 Stock Holdings

3 weeks from now

22 hours ago  · Perigon Wealth Management LLC raised its stake in shares of Jacobs Solutions Inc. (NYSE:J - Free Report) by 75.4% in the fourth quarter, according to its most recent 13F …

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PERIGON WEALTH MANAGEMENT, LLC Top 13F Holdings

3 weeks from now

Perigon Wealth Management is a large advisory firm with 3744 clients and discretionary assets under management (AUM) of $5,112,119,472 (Form ADV from 2024-11-18). Their last …

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Perigon Wealth Management LLC Sells 1,402 Shares Of Spotify …

3 weeks from now

22 hours ago  · Perigon Wealth Management LLC cut its holdings in Spotify Technology S.A. (NYSE:SPOT – Free Report) by 54.7% during the 4th quarter, according to its most recent …

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Perigon Wealth Management LLC Trims Stock Position In Quanta …

3 weeks from now

22 hours ago  · Perigon Wealth Management LLC reduced its stake in Quanta Services, Inc. (NYSE:PWR – Free Report) by 6.2% during the 4th quarter, according to its most recent filing …

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Perigon Wealth Management LLC Has $6.38 Million Stock …

3 weeks from now

4 days ago  · Perigon Wealth Management LLC grew its holdings in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 4.2% during the fourth quarter, according to …

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Perigon Wealth Management, LLC - 13F

3 weeks from now

Perigon Wealth Management, LLC reported 992 holdings with total value $3.79 B as of Q3 2024. Top holdings included AAPL, NVDA, IVV, QQQ, and AMZN. Perigon Wealth Management, …

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Executive Director, Head Of Operational Strategy - LinkedIn

3 weeks from now

Perigon Wealth Management, LLC announced the acquisition of Creative Financial Planning, based in New York, with $150 million in assets. The firm previously affiliated with …

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Perigon Wealth Management LLC Grows Stock Holdings In …

3 weeks from now

22 hours ago  · Perigon Wealth Management LLC increased its stake in Cencora, Inc. (NYSE:COR – Free Report) by 15.5% during the 4th quarter, according to its most recent filing …

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Michael Mandy - Director - Auxilior Capital Partners, Inc ... - LinkedIn

3 weeks from now

Perigon Wealth Management, LLC announced the acquisition of Creative Financial Planning, based in New York, with $150 million in assets. The firm previously affiliated with …

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Perigon Wealth Management LLC Has $14.98 Million Stock …

3 weeks from now

4 days ago  · Perigon Wealth Management LLC raised its position in shares of Wells Fargo & Company by 2.0% in the 4th quarter, according to the company in its most recent Form 13F …

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