Paragon Private Wealth Management, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Paragon Private Wealth Management, LLC
- $210 Million
- Q4 2024
A detailed history of Paragon Private Wealth Management, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 6,007 shares of SDVY stock, worth $220,697. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,007Holding current value
$220,697% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
457Shares Held
153MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC18MShares$661 Million0.3% of portfolio
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Morgan Stanley New York, NY15MShares$549 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL10.6MShares$391 Million0.14% of portfolio
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Wells Fargo & Company San Francisco, CA10.6MShares$388 Million0.09% of portfolio
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Ubs Group Ag6.02MShares$221 Million0.05% of portfolio