Paragon Private Wealth Management, LLC Columbia ETF Tr I Transaction History
Paragon Private Wealth Management, LLC
- $163 Million
- Q1 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in Columbia ETF Tr I stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 36,596 shares of RECS stock, worth $1.19 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
36,596
Previous 32,332
13.19%
Holding current value
$1.19 Million
Previous $895,000
26.59%
% of portfolio
0.69%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding RECS
# of Institutions
39Shares Held
10.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.72MShares$88.5 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.86MShares$60.2 Million0.01% of portfolio
-
Amplius Wealth Advisors, LLC1.17MShares$37.9 Million4.41% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.03MShares$33.3 Million0.01% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN736KShares$23.9 Million0.05% of portfolio