Paragon Private Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Paragon Private Wealth Management, LLC
- $197 Million
- Q3 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 14,265 shares of PWV stock, worth $854,330. This represents 0.42% of its overall portfolio holdings.
Number of Shares
14,265
Previous 14,265
-0.0%
Holding current value
$854,330
Previous $785,000
5.86%
% of portfolio
0.42%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding PWV
# of Institutions
162Shares Held
11MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$204 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.13MShares$67.6 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC620KShares$37.1 Million0.0% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA536KShares$32.1 Million0.02% of portfolio
-
Ubs Group Ag502KShares$30.1 Million0.01% of portfolio