Perigon Wealth Management, LLC's ownership history for SPY

Perigon Wealth Management, LLC currently holds 90.4K shares with a market value of $58.8M. It started holding SPY on 2024-12-31. At its peak, it held 101.2K shares on 2025-03-31. Its highest holding value was $60.0M on 2025-12-31. At its lowest, it held 87.9K shares on 2025-12-31, with a value of $56.4M on 2025-06-30. In the recent 180 days, Perigon Wealth Management, LLC has increased its shares by 1.4K. In the recent year, Perigon Wealth Management, LLC has decreased its shares by 10.8K.