Paragon Wealth Strategies, LLC Spdr Ser Tr S&P Health Care Eq Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
5 transactions
Others Institutions Holding XHE
# of Institutions
97Shares Held
903KCall Options Held
0Put Options Held
100-
Morgan Stanley New York, NY179KShares$14.5 Million0.0% of portfolio
-
Jpmorgan Chase & CO New York, NY102KShares$8.27 Million0.0% of portfolio
-
Ubs Group Ag69KShares$5.61 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC56.6KShares$4.59 Million0.0% of portfolio
-
Envestnet Asset Management Inc32.5KShares$2.63 Million0.0% of portfolio