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
60Shares Held
6.94MCall Options Held
0Put Options Held
0-
Prostatis Group LLC Hanover, MD2.44MShares$120 Million1.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN868KShares$42.6 Million0.01% of portfolio
-
Geneos Wealth Management Inc.260KShares$12.8 Million0.56% of portfolio
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Financial Enhancement Group LLC Anderson, IN239KShares$11.7 Million2.05% of portfolio
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Enzi Wealth Austin, TX236KShares$11.6 Million4.96% of portfolio