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
143Shares Held
6.89MCall Options Held
0Put Options Held
0- 
    
      Envestnet Asset Management Inc1.4MShares$96 Million0.03% of portfolio
- 
    
      High Probability Advisors, LLC Pittsford, NY428KShares$29.4 Million4.04% of portfolio
- 
    
      Merit Financial Group, LLC402KShares$27.6 Million0.29% of portfolio
- 
    
      Royal Bank Of Canada Toronto, A6358KShares$24.6 Million0.0% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC294KShares$20.2 Million0.01% of portfolio