Paragon Wealth Strategies, LLC Vanguard Total World Stk Index Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
3 transactions
Others Institutions Holding VT
# of Institutions
999Shares Held
88.8MCall Options Held
149KPut Options Held
44.9K-
Texas Treasury Safekeeping Trust CO Austin, TX11.8MShares$1.41 Billion50.12% of portfolio
-
Cambridge Associates LLC Boston, MA4.18MShares$500 Million18.74% of portfolio
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Morgan Stanley New York, NY4.04MShares$483 Million0.04% of portfolio
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Bank Of America Corp Charlotte, NC2.43MShares$291 Million0.02% of portfolio
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Partners Capital Investment Group, LLP Boston, MA2.41MShares$288 Million4.91% of portfolio