Paragon Wealth Strategies, LLC Schwab Fundamental Intl Large Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
3 transactions
Others Institutions Holding FNDF
# of Institutions
692Shares Held
306MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$6.13 Billion1.03% of portfolio
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Wealth Enhancement Advisory Services, LLC16.9MShares$696 Million1.22% of portfolio
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Regions Financial Corp9.71MShares$399 Million2.73% of portfolio
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Auto Owners Insurance CO Lansing, MI8.35MShares$343 Million7.68% of portfolio
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Bank Of America Corp Charlotte, NC6.48MShares$266 Million0.02% of portfolio