Paragon Wealth Strategies, LLC Fidelity Covington Tr Value Fa Transaction History
Paragon Wealth Strategies, LLC
- $346 Million
- Q4 2023
Shares
2 transactions
Others Institutions Holding FVAL
# of Institutions
130Shares Held
11MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY2.23MShares$124 Million0.01% of portfolio
-
Dynasty Wealth Management, LLC St. Petersburg, FL2.04MShares$114 Million2.17% of portfolio
-
Envestnet Asset Management Inc1.14MShares$63.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC908KShares$50.6 Million0.08% of portfolio
-
Thrivent Financial For Lutherans Minneapolis, MN572KShares$31.9 Million0.07% of portfolio