Paragon Wealth Strategies, LLC Ishares Russell Midcap Value E Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding IWS
# of Institutions
897Shares Held
103MCall Options Held
56.7KPut Options Held
2.2K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.55 Billion5.15% of portfolio
-
Tiaa Trust, National Association Charlotte, NC12.6MShares$1.51 Billion4.83% of portfolio
-
Morgan Stanley New York, NY7.96MShares$952 Million0.08% of portfolio
-
Jones Financial Companies Lllp7.82MShares$934 Million1.34% of portfolio
-
Bank Of America Corp Charlotte, NC4.4MShares$526 Million0.05% of portfolio