Paragon Private Wealth Management, LLC First Tr S&P Reit Index Fd Transaction History
Paragon Private Wealth Management, LLC
- $210 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FRI
# of Institutions
79Shares Held
4.78MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY826KShares$22.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC786KShares$21.3 Million0.01% of portfolio
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Cetera Investment Advisers Schaumburg, IL573KShares$15.5 Million0.03% of portfolio
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Tcp Asset Management, LLC Columbus, OH290KShares$7.88 Million1.91% of portfolio
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Ubs Group Ag211KShares$5.72 Million0.0% of portfolio