Paragon Private Wealth Management, LLC
Q4 2023 13F Holdings
Location
Lexington, KY
Holdings as of
12/31/2023
Value ($000)
$143,576
Num holdings
136
Date filed
2/9/2024
Form type
13F-HR
Prev filing
11/13/2023
Next filing
SEC
View on sec.gov
Compare Q4 2023 to
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1 - RESTATEMENT
2021 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type