Paragon Wealth Strategies, LLC Pimco Active Bond Exchange Tra Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
3 transactions
Others Institutions Holding BOND
# of Institutions
447Shares Held
39.5MCall Options Held
0Put Options Held
0-
Cwm, LLC3.61MShares$330 Million1.47% of portfolio
-
Morgan Stanley New York, NY2.8MShares$256 Million0.02% of portfolio
-
Tectonic Advisors LLC Plano, TX1.83MShares$167 Million11.57% of portfolio
-
Envestnet Asset Management Inc1.57MShares$143 Million0.05% of portfolio
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Wells Fargo & Company San Francisco, CA1.52MShares$139 Million0.03% of portfolio