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Impact Shs Tr I shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Impact Shs Tr I (OWNS) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Impact Shs Tr I

Tip: Access up to 7 years of quarterly data

All positions including Impact Shs Tr I held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Impact Shs Tr I by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 12k 17.58

More positions owned by Perigon Wealth Management

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

View all positions for Perigon Wealth Management

Top funds holding Impact Shs Tr I

Allianz Investment Management U.S
LPL Financial
WCG Wealth Advisors
Adviser Investments
Atria Investments
Ethic
Abacus Wealth Partners
Tolleson Wealth Management
OneAscent Wealth Management
Dynamic Advisors Solutions
PFG Investments
Verus Capital Partners
Perigon Wealth Management
Jane Street
Goss Wealth Management

View all funds holding Impact Shs Tr I