Paragon Wealth Strategies, LLC Spdr Ssga Us Large Cap Low Vol Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
4 transactions
Others Institutions Holding LGLV
# of Institutions
194Shares Held
5.15MCall Options Held
0Put Options Held
0-
Cwm, LLC1.52MShares$265 Million0.82% of portfolio
-
Syntegra Private Wealth Group, LLC Chesterfield, MO747KShares$130 Million12.54% of portfolio
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Baltimore Washington Financial Advisors, Inc.280KShares$48.6 Million2.4% of portfolio
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Gerber Kawasaki Wealth & Investment Management260KShares$45.1 Million1.77% of portfolio
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Lpl Financial LLC Fort Mill, SC195KShares$33.9 Million0.01% of portfolio