Perigon Wealth Management, LLC Options Holdings

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Darling Ingredients Inc
CALL
$0
88K
Q3 2024
New holding
Ishares Tr
CALL
$0
73.9K
Q3 2024
New holding
Spdr S&P 500 ETF Tr
PUT
$0
92.7K
Q3 2024
New holding
Uber Technologies Inc
CALL
$0
87.8K
Q3 2024
Added 608.42%

Summary

  • Portfolio
  • No. of Stocks 992
  • Current Value $3.67 Billion
  • Prior Value $3.42 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 171 stocks
  • Additional Purchases 413 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 362 stocks
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