Paragon Wealth Strategies, LLC Ishares Tr Us Broker Dealers & Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
161Shares Held
9.03MCall Options Held
5.4KPut Options Held
300-
Envestnet Asset Management Inc1.26MShares$184 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$172 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL880KShares$129 Million0.07% of portfolio
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Janney Montgomery Scott LLC822KShares$121 Million0.29% of portfolio
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Truist Financial Corp783KShares$115 Million0.16% of portfolio