Paragon Wealth Strategies, LLC Pacer Fds Tr Lunt Large Cap Mu Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding PALC
# of Institutions
84Shares Held
8.15MCall Options Held
0Put Options Held
0-
Prostatis Group LLC Hanover, MD2.44MShares$118 Million1.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN726KShares$35.2 Million0.01% of portfolio
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Northwestern Mutual Wealth Management CO354KShares$17.2 Million0.01% of portfolio
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Geneos Wealth Management Inc.251KShares$12.2 Million0.45% of portfolio
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Enzi Wealth Austin, TX250KShares$12.2 Million5.07% of portfolio