Paragon Wealth Strategies, LLC Vanguard Wellington Fd U S Val Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
6 transactions
Others Institutions Holding VFVA
# of Institutions
97Shares Held
1.96MCall Options Held
0Put Options Held
0-
Armbruster Capital Management, Inc.423KShares$54.3 Million9.12% of portfolio
-
Anderson Hoagland & CO264KShares$33.8 Million3.03% of portfolio
-
Equitable Holdings, Inc. New York, NY128KShares$16.4 Million0.13% of portfolio
-
Adviser Investments LLC120KShares$15.4 Million0.18% of portfolio
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Menora Mivtachim Holdings Ltd.93KShares$11.9 Million0.06% of portfolio