Paragon Wealth Strategies, LLC Pacer Fds Tr Cash Cows Fd Fds Transaction History

Paragon Wealth Strategies, LLC

$346 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 29, 2021	SELL	$33.2 - $35.29 $17,098 - $18,174	-515 Closed	0 $0
Q2 2021 Jul 12, 2021	BUY	$32.83 - $35.78 $16,907 - $18,426	515 New	515 $18,000

Others Institutions Holding HERD

# of Institutions

41

Shares Held

5.57M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

3.87M
Shares

$152 Million
0.26% of portfolio
Advisory Resource Group

220K
Shares

$8.64 Million
2.13% of portfolio
Lpl Financial LLC Fort Mill, SC

201K
Shares

$7.88 Million
0.0% of portfolio
Envestnet Asset Management Inc

196K
Shares

$7.71 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

162K
Shares

$6.35 Million
0.01% of portfolio

About PACER FDS TR CASH COWS FD FDS

Ticker HERD
Sector ETFs
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