Paragon Private Wealth Management, LLC First Tr S&P Reit Index Fd Transaction History
Paragon Private Wealth Management, LLC
- $197 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding FRI
# of Institutions
70Shares Held
5.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.37MShares$37.8 Million0.02% of portfolio
-
Morgan Stanley New York, NY812KShares$22.4 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL411KShares$11.3 Million0.03% of portfolio
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Cambridge Investment Research Advisors, Inc.360KShares$9.92 Million0.04% of portfolio
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Ubs Group Ag337KShares$9.28 Million0.0% of portfolio