Paragon Private Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Paragon Private Wealth Management, LLC
- $283 Million
- Q3 2025
A detailed history of Paragon Private Wealth Management, LLC transactions in Fidelity High Dividend ETF stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 25,316 shares of FDVV stock, worth $1.42 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
25,316
Previous 22,643
11.8%
Holding current value
$1.42 Million
Previous $1.18 Million
19.8%
% of portfolio
0.5%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding FDVV
# of Institutions
427Shares Held
51.5MCall Options Held
16.4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC4.5MShares$253 Million0.08% of portfolio
-
Commonwealth Equity Services, LLC2.96MShares$166 Million0.21% of portfolio
-
Morgan Stanley New York, NY2.34MShares$131 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.23MShares$125 Million0.01% of portfolio
-
Retirement Planning Group2.2MShares$123 Million6.01% of portfolio