Paragon Private Wealth Management, LLC Ishares Semiconductor ETF Transaction History
Paragon Private Wealth Management, LLC
- $163 Million
- Q1 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 2,268 shares of SOXX stock, worth $577,795. This represents 0.31% of its overall portfolio holdings.
Number of Shares
2,268
Previous 666
240.54%
Holding current value
$577,795
Previous $383,000
33.68%
% of portfolio
0.31%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding SOXX
# of Institutions
742Shares Held
24.1MCall Options Held
2.66MPut Options Held
3.81M-
Bank Of America Corp Charlotte, NC2.35MShares$600 Million0.05% of portfolio
-
Jpmorgan Chase & CO New York, NY2.1MShares$536 Million0.04% of portfolio
-
Goldman Sachs Group Inc New York, NY1.95MShares$498 Million0.08% of portfolio
-
Morgan Stanley New York, NY1.7MShares$432 Million0.03% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.43MShares$365 Million0.92% of portfolio