Paragon Wealth Strategies, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
5 transactions
Others Institutions Holding XMLV
# of Institutions
219Shares Held
8.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC623KShares$38.6 Million0.01% of portfolio
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Morgan Stanley New York, NY598KShares$37.1 Million0.0% of portfolio
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Cambridge Investment Research Advisors, Inc.536KShares$33.2 Million0.1% of portfolio
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Pfs Investments Inc. Duluth, GA518KShares$32.1 Million0.44% of portfolio
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Ubs Group Ag316KShares$19.6 Million0.0% of portfolio