Perigon Wealth Management LLC Trims Stock Holdings in Meta

Perigon Wealth Management LLC Trims Stock Holdings In Meta

3 weeks from now

21 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 Trims Stock Holdings In

3 weeks from now

3 days ago  · Perigon Wealth Management LLC cut its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 6.0% during the 4th quarter, according to the company …

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Perigon Wealth Management LLC Trims Holdings In Blackstone

3 weeks from now

4 days ago  · Perigon Wealth Management LLC lowered its stake in Blackstone Inc. (NYSE:BX - Free Report) by 2.8% in the 4th quarter, according to its most recent filing with the SEC. The …

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Perigon Wealth Management LLC Trims Stock Position In Quanta …

3 weeks from now

21 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 Sells 1,402 Shares Of Spotify …

3 weeks from now

21 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 - 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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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

3 weeks from now

21 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 …

marketbeat.com

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

3 weeks from now

21 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 Cuts Stock Position In

3 weeks from now

3 days ago  · Perigon Wealth Management LLC trimmed its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP - Free Report) by 6.9% during the fourth quarter, according to its most recent …

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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

21 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 Trims Position In Danaher Co

3 weeks from now

3 days ago  · Perigon Wealth Management LLC lessened its holdings in shares of Danaher Co. (NYSE:DHR - Free Report) by 8.7% in the fourth quarter, according to the company in its most …

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Perigon Wealth Management LLC Has $15.11 Million Stake In

3 weeks from now

1 day ago  · Perigon Wealth Management LLC lessened its stake in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 2.4% in the 4th quarter, according to the company in its most …

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Perigon Wealth Management LLC Raises Stock Holdings In Arm

3 weeks from now

1 day ago  · Perigon Wealth Management LLC grew its stake in shares of Arm Holdings plc (NASDAQ:ARM - Free Report) by 35.3% during the fourth quarter, according to the company …

marketbeat.com