Paragon Private Wealth Management, LLC Pacer Fds Tr Pacer Us Small Ca Transaction History
Paragon Private Wealth Management, LLC
- $210 Million
- Q4 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in Pacer Fds Tr Pacer Us Small Ca stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 43,877 shares of CALF stock, worth $1.51 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
43,877
Previous 40,495
8.35%
Holding current value
$1.51 Million
Previous $1.88 Million
2.55%
% of portfolio
0.92%
Previous 0.96%
Shares
9 transactions
Others Institutions Holding CALF
# of Institutions
544Shares Held
131MCall Options Held
20.1KPut Options Held
15.8K-
Bank Of America Corp Charlotte, NC30.1MShares$1.04 Billion0.11% of portfolio
-
Morgan Stanley New York, NY10.9MShares$374 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.88MShares$271 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.4MShares$220 Million0.12% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.85MShares$201 Million0.1% of portfolio