A detailed history of Paragon Private Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 5,686 shares of PPA stock, worth $670,663. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,686
Previous 5,686 -0.0%
Holding current value
$670,663
Previous $584,000 11.82%
% of portfolio
0.33%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$98.11 - $105.73 $37,281 - $40,177
-380 Reduced 6.26%
5,686 $584,000
Q4 2023

Feb 09, 2024

SELL
$78.19 - $92.18 $66,148 - $77,984
-846 Reduced 12.24%
6,066 $559,000
Q2 2023

Aug 03, 2023

SELL
$77.66 - $84.47 $1,009 - $1,098
-13 Reduced 0.19%
6,912 $583,000
Q4 2021

Jun 08, 2022

BUY
$67.46 - $75.67 $467,160 - $524,014
6,925 New
6,925 $500,000

Others Institutions Holding PPA

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker PPA
  • Sector ETFs
  • Industry ETFs
More about PPA
Track This Portfolio

Track Paragon Private Wealth Management, LLC Portfolio

Follow Paragon Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.