Paragon Wealth Strategies, LLC Pacer Fds Tr Cash Cows Fd Fds Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding HERD
# of Institutions
39Shares Held
1.71MCall Options Held
0Put Options Held
0-
Advisory Resource Group303KShares$11.2 Million3.01% of portfolio
-
Aveo Capital Partners, LLC172KShares$6.37 Million0.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC170KShares$6.32 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL163KShares$6.05 Million0.01% of portfolio
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Envestnet Asset Management Inc160KShares$5.93 Million0.0% of portfolio