Paragon Private Wealth Management, LLC First Tr Ex Td Viii Ft Cboe Ve Transaction History
Paragon Private Wealth Management, LLC
- $283 Million
- Q3 2025
A detailed history of Paragon Private Wealth Management, LLC transactions in First Tr Ex Td Viii Ft Cboe Ve stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 24,705 shares of BUFR stock, worth $830,335. This represents 0.29% of its overall portfolio holdings.
Number of Shares
24,705
Previous 24,756
0.21%
Holding current value
$830,335
Previous $787,000
4.83%
% of portfolio
0.29%
Previous 0.33%
Shares
4 transactions
Others Institutions Holding BUFR
# of Institutions
485Shares Held
196MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42MShares$1.41 Billion0.44% of portfolio
-
Cetera Investment Advisers Schaumburg, IL12.2MShares$410 Million0.51% of portfolio
-
Commonwealth Equity Services, LLC11.4MShares$384 Million0.49% of portfolio
-
Envestnet Asset Management Inc8.27MShares$278 Million0.09% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ7.58MShares$255 Million0.38% of portfolio