Paragon Private Wealth Management LLC grew its stake in BlackRock, Inc. (NYSE:BLK – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 775 shares of the asset manager’s stock after buying an additional 25 shares during the […]
Paragon Private Wealth Management LLC raised its holdings in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 20.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,975 shares of the exchange traded fund’s […]
Paragon Private Wealth Management LLC reduced its position in shares of FT Vest U.S. Equity Buffer ETF – March (BATS:FMAR – Free Report) by 9.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 28,286 shares of the company’s stock after selling 2,977 shares […]
Paragon Private Wealth Management LLC cut its holdings in Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 6.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 44,125 shares of the company’s stock after selling 3,209 shares during the period. Paragon Private Wealth […]
Paragon Private Wealth Management LLC grew its holdings in WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 13.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,225 shares of the utilities provider’s stock after purchasing an additional 719 shares during […]