Paragon Private Wealth Management, LLC Pacer Fds Tr Benchmark Indl Transaction History

Paragon Private Wealth Management, LLC

$197 Million
Q3 2024

A detailed history of Paragon Private Wealth Management, LLC transactions in Pacer Fds Tr Benchmark Indl stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 10,216 shares of INDS stock, worth $375,846. This represents 0.22% of its overall portfolio holdings.

Number of Shares

10,216

Previous 10,025 1.91%

Holding current value

$375,846

Previous $379,000 16.62%

% of portfolio

0.22%

Previous 0.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$37.42 - $44.1 $7,147 - $8,423	191 Added 1.91%	10,216 $442,000
Q2 2024 Aug 12, 2024	SELL	$35.35 - $39.56 $671 - $751	-19 Reduced 0.19%	10,025 $379,000
Q4 2023 Feb 09, 2024	SELL	$31.59 - $42.27 $24,766 - $33,139	-784 Reduced 7.24%	10,044 $420,000
Q3 2023 Nov 13, 2023	SELL	$34.75 - $40.9 $57,337 - $67,485	-1,650 Reduced 13.22%	10,828 $380,000
Q2 2023 Aug 03, 2023	SELL	$37.73 - $41.24 $113 - $123	-3 Reduced 0.02%	12,478 $488,000
Q1 2023 Apr 17, 2023	SELL	$36.65 - $42.86 $42,770 - $50,017	-1,167 Reduced 8.55%	12,481 $505,000
Q4 2022 Feb 13, 2023	SELL	$34.09 - $39.38 $15,306 - $17,681	-449 Reduced 3.19%	13,648 $502,000
Q3 2022 Nov 02, 2022	SELL	$34.73 - $46.17 $38,168 - $50,740	-1,099 Reduced 7.23%	14,097 $513,000
Q2 2022 Jul 18, 2022	BUY	$39.06 - $52.27 $11,093 - $14,844	284 Added 1.9%	15,196 $620,000
Q1 2022 Jun 13, 2022	BUY	$46.65 - $54.92 $50,242 - $59,148	1,077 Added 7.78%	14,912 $644,000
Q4 2021 Jun 08, 2022	BUY	$44.35 - $56.04 $613,582 - $775,313	13,835 New	13,835 $775,000

Others Institutions Holding INDS

# of Institutions

Shares Held

2.99M

Call Options Held

Put Options Held

View Full List

About PACER FDS TR BENCHMARK INDL

Ticker INDS
Sector ETFs
Industry ETFs

More about INDS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paragon Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Private Wealth Management, LLC with notifications on news.

Account

Paragon Private Wealth Management, LLC Pacer Fds Tr Benchmark Indl Transaction History