Paragon Private Wealth Management, LLC Zacks Tr Earnings Constant Por Transaction History
Paragon Private Wealth Management, LLC
- $237 Million
- Q2 2025
A detailed history of Paragon Private Wealth Management, LLC transactions in Zacks Tr Earnings Constant Por stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 75,700 shares of ZECP stock, worth $2.56 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
75,700
Previous 63,040
20.08%
Holding current value
$2.56 Million
Previous $1.9 Million
27.37%
% of portfolio
1.02%
Previous 0.93%
Shares
4 transactions
Others Institutions Holding ZECP
# of Institutions
49Shares Held
6.53MCall Options Held
0Put Options Held
0-
Menard Financial Group LLC Houston, TX1.33MShares$44.9 Million26.11% of portfolio
-
Advisory Services Network, LLC1.23MShares$41.6 Million0.68% of portfolio
-
Kowal Investment Group, LLC Waukesha, WI488KShares$16.5 Million2.8% of portfolio
-
Creative One Wealth, LLC Overland Park, KS455KShares$15.4 Million0.43% of portfolio
-
Creative Planning Overland Park, KS412KShares$14 Million0.01% of portfolio