A detailed history of Paragon Private Wealth Management, LLC transactions in Global X Fds stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 35,750 shares of BOTZ stock, worth $1.18 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
35,750
Previous 34,533 3.52%
Holding current value
$1.18 Million
Previous $1.07 Million 7.89%
% of portfolio
0.58%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$27.68 - $32.27 $33,686 - $39,272
1,217 Added 3.52%
35,750 $1.15 Million
Q2 2024

Aug 12, 2024

BUY
$28.65 - $31.95 $222,954 - $248,634
7,782 Added 29.09%
34,533 $1.07 Million
Q1 2024

May 13, 2024

BUY
$26.84 - $32.89 $212,572 - $260,488
7,920 Added 42.06%
26,751 $850,000
Q4 2023

Feb 09, 2024

BUY
$22.34 - $28.72 $420,684 - $540,826
18,831 New
18,831 $536,000

Others Institutions Holding BOTZ

About GLOBAL X FDS


  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
Track This Portfolio

Track Paragon Private Wealth Management, LLC Portfolio

Follow Paragon Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paragon Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Private Wealth Management, LLC with notifications on news.