Paragon Wealth Strategies, LLC Fidelity Covington Tr Value Fa Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding FVAL
# of Institutions
127Shares Held
9.7MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$129 Million2.17% of portfolio
-
Envestnet Asset Management Inc1.14MShares$72.2 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY915KShares$57.8 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC908KShares$57.3 Million0.08% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN572KShares$36.1 Million0.07% of portfolio