Perigon Wealth Management LLC Has $868,000 Position in

Perigon Wealth Management LLC Has $868,000 Position In

2 weeks from now

Jan 31, 2025  · Perigon Wealth Management LLC raised its position in Lennar Co. (NYSE:LEN - Free Report) by 126.5% in the 4th quarter, according to its most recent Form 13F filing with …

marketbeat.com

Perigon Wealth Management LLC Has $862,000 Position In

2 weeks from now

Jan 31, 2025  · Perigon Wealth Management LLC trimmed its position in Newmont Co. (NYSE:NEM - Free Report) by 23.7% during the fourth quarter, according to the company in …

marketbeat.com

Perigon Wealth Management LLC Takes $186,000 Position In …

2 weeks from now

4 days ago  · Perigon Wealth Management LLC purchased a new position in Cheniere Energy, Inc. (NYSE:LNG – Free Report) during the 4th quarter, HoldingsChannel.com reports. The …

etfdailynews.com

Perigon Rises From 56 To 42 San Francisco Business Times

2 weeks from now

Nov 6, 2024  · Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets …

perigonwealth.com

PERIGON WEALTH MANAGEMENT, LLC - WhaleWisdom.com

2 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 …

whalewisdom.com

Best Financial Advisor Firms New Jersey 2025 - Investor.com

2 weeks from now

Jan 8, 2025  · Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included …

investor.com

Perigon Wealth Management LLC Has $15.11 Million Position In …

2 weeks from now

Jan 31, 2025  · Perigon Wealth Management LLC decreased its holdings in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 2.4% in the 4th quarter, according to the company in its …

marketbeat.com

Perigon Wealth Management LLC Has $32.26 Million Stock …

2 weeks from now

5 days ago  · Perigon Wealth Management LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.1% during the fourth quarter, according to the company in its …

etfdailynews.com

Perigon Wealth Management LLC Has $34.98 Million Position

2 weeks from now

Jan 31, 2025  · Perigon Wealth Management LLC lifted its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 45.4% in the fourth quarter, according to its most recent …

marketbeat.com

Perigon Wealth Management LLC Has $200,000 Stock Position In …

2 weeks from now

4 days ago  · Perigon Wealth Management LLC reduced its position in Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 16.9% during the 4th quarter, according to …

defenseworld.net

Perigon Wealth Management LLC Has $235,000 Stock Position In …

2 weeks from now

5 days ago  · Perigon Wealth Management LLC lifted its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 4.7% during the 4th quarter, …

etfdailynews.com

Perigon Wealth Management LLC Has $1.51 Million Stock Position …

2 weeks from now

Jan 30, 2025  · Perigon Wealth Management LLC lifted its stake in The Williams Companies, Inc. (NYSE:WMB - Free Report) by 138.5% in the fourth quarter, according to its most recent filing …

marketbeat.com

Perigon Wealth Management LLC Buys 3,880 Shares Of Wells …

2 weeks from now

Jan 28, 2025  · Perigon Wealth Management LLC lifted its stake in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 2.0% during the 4th quarter, according to the …

marketbeat.com

Perigon Wealth Management LLC Has $264,000 Position In …

2 weeks from now

5 days ago  · Perigon Wealth Management LLC reduced its stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 37.6% during …

etfdailynews.com