Paragon Wealth Strategies, LLC American Centy ETF Tr Focused Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
7 transactions
Others Institutions Holding FDG
# of Institutions
33Shares Held
1.95MCall Options Held
0Put Options Held
0-
American Century Companies Inc Kansas City, MO823KShares$75.4 Million0.05% of portfolio
-
Envestnet Asset Management Inc642KShares$58.8 Million0.02% of portfolio
-
Truist Financial Corp66.6KShares$6.11 Million0.01% of portfolio
-
Creative Financial Designs Inc65.1KShares$5.97 Million0.53% of portfolio
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Slagle Financial, LLC Edwardsville, IL65KShares$5.96 Million3.0% of portfolio