Paragon Private Wealth Management, LLC First Tr ETF Vi Nasdaq Bk ETF Transaction History
Paragon Private Wealth Management, LLC
- $197 Million
- Q3 2024
Shares
6 transactions
Others Institutions Holding FTXO
# of Institutions
67Shares Held
1.64MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC234KShares$8 Million0.0% of portfolio
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Secure Asset Management, LLC229KShares$7.81 Million1.15% of portfolio
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Wagner Wealth Management, LLC Greenville, SC168KShares$5.73 Million1.81% of portfolio
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Morgan Stanley New York, NY160KShares$5.46 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC117KShares$3.98 Million0.0% of portfolio