Paragon Private Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History

Paragon Private Wealth Management, LLC

  • $237 Million
  • Q2 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 6,955 shares of FNCL stock, worth $529,971. This represents 0.22% of its overall portfolio holdings.

Number of Shares
6,955
Previous 6,175 12.63%
Holding current value
$529,971
Previous $429,000 19.81%
% of portfolio
0.22%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$61.08 - $74.04 $47,642 - $57,751
780 Added 12.63%
6,955 $514,000
Q1 2025

May 15, 2025
BUY
$66.3 - $74.17 $409,402 - $457,999
6,175 New
6,175 $429,000

Others Institutions Holding FNCL

# of Institutions
280
Shares Held
12.1M
Call Options Held
11.4K
Put Options Held
1.1K
View Full List

About FIDELITY COVINGTON TR MSCI FIN

FNCL Quotes by TradingView
  • Ticker FNCL
  • Sector ETFs
  • Industry ETFs
More about FNCL
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