Paragon Wealth Strategies, LLC Ishares Tr Russell 2500 ETF Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding SMMD
# of Institutions
219Shares Held
16.7MCall Options Held
0Put Options Held
0-
Glenmede Trust CO Na Philadelphia, PA1.75MShares$113 Million0.62% of portfolio
-
Coldstream Capital Management Inc1.59MShares$102 Million2.33% of portfolio
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Fort Washington Investment Advisors Inc1.36MShares$87.8 Million0.57% of portfolio
-
Envestnet Asset Management Inc765KShares$49.3 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC688KShares$44.3 Million0.0% of portfolio