Paragon Wealth Strategies, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
A detailed history of Paragon Wealth Strategies, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 661,236 shares of CALF stock, worth $28.2 Million. This represents 9.18% of its overall portfolio holdings.
Number of Shares
661,236
Previous 668,834
1.14%
Holding current value
$28.2 Million
Previous $27.9 Million
13.87%
% of portfolio
9.18%
Previous 8.76%
Shares
6 transactions
Others Institutions Holding CALF
# of Institutions
511Shares Held
144MCall Options Held
19.9KPut Options Held
21.6K-
Bank Of America Corp Charlotte, NC32.8MShares$1.4 Billion0.15% of portfolio
-
Morgan Stanley New York, NY12.8MShares$547 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA7.54MShares$322 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC6MShares$256 Million0.16% of portfolio
-
Northwestern Mutual Wealth Management CO5.05MShares$216 Million0.26% of portfolio