Paragon Private Wealth Management, LLC ZACKS TRUST Transaction History

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025
Number of Shares
25,195
Previous 27,563 8.59%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
N/A
-2,368 Reduced 8.59%
25,195 $0
Q2 2025

Aug 14, 2025
BUY
N/A
4,859 Added 21.4%
27,563 $0
Q1 2025

May 15, 2025
BUY
N/A
8,959 Added 65.18%
22,704 $0
Q4 2024

Feb 07, 2025
BUY
N/A
13,745 New
13,745 $0
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