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
1.76MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL436KShares$16.7 Million0.04% of portfolio
-
Envestnet Asset Management Inc203KShares$7.78 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC203KShares$7.78 Million0.0% of portfolio
-
Advisory Resource Group195KShares$7.5 Million1.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ126KShares$4.84 Million0.01% of portfolio