Paragon Private Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Paragon Private Wealth Management, LLC
- $163 Million
- Q1 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 31,407 shares of CALF stock, worth $1.36 Million. This represents 0.95% of its overall portfolio holdings.
Number of Shares
31,407
Previous 21,836
43.83%
Holding current value
$1.36 Million
Previous $1.05 Million
47.23%
% of portfolio
0.95%
Previous 0.75%
Shares
6 transactions
Others Institutions Holding CALF
# of Institutions
509Shares Held
143MCall Options Held
19.9KPut Options Held
21.6K-
Bank Of America Corp Charlotte, NC32.8MShares$1.42 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.8MShares$554 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.54MShares$326 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC6MShares$259 Million0.16% of portfolio
-
Northwestern Mutual Wealth Management CO5.05MShares$218 Million0.26% of portfolio