Paragon Wealth Strategies, LLC Fidelity Covington Tr Low Vola Call Options Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding FDLO
# of Institutions
169Shares Held
6.69MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC733KShares$48.3 Million0.06% of portfolio
-
Envestnet Asset Management Inc555KShares$36.5 Million0.01% of portfolio
-
Roosevelt Investment Group LLC513KShares$33.7 Million1.55% of portfolio
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Bank Of America Corp Charlotte, NC444KShares$29.2 Million0.0% of portfolio
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Kestra Advisory Services, LLC346KShares$22.8 Million0.11% of portfolio