Paragon Wealth Strategies, LLC Ishares Barclays 20+ Year Trea Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
A detailed history of Paragon Wealth Strategies, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Paragon Wealth Strategies, LLC holds 119,598 shares of TLT stock, worth $11.7 Million. This represents 3.42% of its overall portfolio holdings.
Number of Shares
119,598
Previous 117,455
1.82%
Holding current value
$11.7 Million
Previous $10.4 Million
13.52%
% of portfolio
3.42%
Previous 3.27%
Shares
7 transactions
Others Institutions Holding TLT
# of Institutions
1,270Shares Held
401MCall Options Held
120MPut Options Held
93.8M-
Bank Of America Corp Charlotte, NC59.8MShares$5.84 Billion0.49% of portfolio
-
Morgan Stanley New York, NY43.5MShares$4.25 Billion0.31% of portfolio
-
Rafferty Asset Management, LLC New York, NY39.9MShares$3.9 Billion13.68% of portfolio
-
Northwestern Mutual Wealth Management CO32.6MShares$3.19 Billion2.96% of portfolio
-
Black Rock Inc. New York, NY16.6MShares$1.62 Billion0.04% of portfolio