Paragon Private Wealth Management, LLC Columbia ETF Tr I Call Options Transaction History
Paragon Private Wealth Management, LLC
- $210 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RECS
# of Institutions
98Shares Held
30.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.09MShares$290 Million0.12% of portfolio
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Bank Of America Corp Charlotte, NC3.06MShares$109 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.79MShares$64.1 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.58MShares$56.6 Million0.02% of portfolio
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Fundamentun, LLC Beachwood, OH1.41MShares$50.5 Million3.12% of portfolio