Paragon Private Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History
Paragon Private Wealth Management, LLC
- $172 Million
- Q2 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in First Tr Exchange Traded Fd Ii stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 14,161 shares of FMB stock, worth $737,363. This represents 0.42% of its overall portfolio holdings.
Number of Shares
14,161
Previous 21,207
33.22%
Holding current value
$737,363
Previous $1.09 Million
33.61%
% of portfolio
0.42%
Previous 0.67%
Shares
11 transactions
Others Institutions Holding FMB
# of Institutions
304Shares Held
29.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.86MShares$149 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.35MShares$122 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.25MShares$117 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC1.74MShares$90.7 Million0.01% of portfolio
-
Ubs Group Ag1.66MShares$86.4 Million0.02% of portfolio