Paragon Private Wealth Management, LLC Fidelity High Dividend ETF Transaction History
Paragon Private Wealth Management, LLC
- $237 Million
- Q2 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 22,643 shares of FDVV stock, worth $1.27 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
22,643
Previous 16,698
35.6%
Holding current value
$1.27 Million
Previous $828,000
42.15%
% of portfolio
0.5%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding FDVV
# of Institutions
390Shares Held
43.6MCall Options Held
8.5KPut Options Held
4.1K-
Commonwealth Equity Services, LLC3.35MShares$188 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.76MShares$154 Million0.05% of portfolio
-
Morgan Stanley New York, NY2.2MShares$123 Million0.01% of portfolio
-
Retirement Planning Group2MShares$112 Million6.35% of portfolio
-
Bank Of America Corp Charlotte, NC1.65MShares$92.7 Million0.01% of portfolio