Perigon Wealth Management »

S&p Global Water Index Etf etf shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of S&p Global Water Index Etf etf (CGW) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in S&p Global Water Index Etf etf

Tip: Access up to 7 years of quarterly data

All positions including S&p Global Water Index Etf etf held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in S&p Global Water Index Etf etf by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $585k 11k 55.53
2023-12-31 $599k 11k 53.01
2023-09-30 $545k 12k 46.52
2023-06-30 $603k 12k 51.41

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding S&p Global Water Index Etf etf

Conservest Capital Advisors
Weatherly Asset Management
UBS Group
Bank of America Corporation
Personal Resources Investment & Strategic Management
Polianta
Jane Street
Cambridge Investment Research Advisors
Commonwealth Equity Services
Wells Fargo & Company
Money Design
Baron Financial Group
Raymond James & Associates
Fiduciary Trust Company
Addison Advisors

View all funds holding S&p Global Water Index Etf etf