Paragon Wealth Strategies, LLC Vanguard Wellington Fd U S Val Call Options Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VFVA
# of Institutions
90Shares Held
2.55MCall Options Held
0Put Options Held
0-
Adviser Investments LLC597KShares$71.9 Million0.9% of portfolio
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Armbruster Capital Management, Inc.427KShares$51.3 Million10.03% of portfolio
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Anderson Hoagland & CO264KShares$31.7 Million3.22% of portfolio
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Symmetry Partners, LLC177KShares$21.3 Million1.03% of portfolio
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Sterling Manor Financial, LLC115KShares$13.8 Million10.22% of portfolio