Paragon Private Wealth Management, LLC Zacks Tr Earnings Constant Por Transaction History

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 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 69,515 shares of ZECP stock, worth $2.38 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
69,515
Previous 75,700 8.17%
Holding current value
$2.38 Million
Previous $2.42 Million 3.23%
% of portfolio
0.82%
Previous 1.02%

Shares

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

Nov 03, 2025
SELL
$31.92 - $33.66 $197,425 - $208,187
-6,185 Reduced 8.17%
69,515 $2.34 Million
Q2 2025

Aug 14, 2025
BUY
$27.11 - $31.91 $343,212 - $403,980
12,660 Added 20.08%
75,700 $2.42 Million
Q1 2025

May 15, 2025
BUY
$29.24 - $32.07 $718,543 - $788,088
24,574 Added 63.88%
63,040 $1.9 Million
Q4 2024

Feb 07, 2025
BUY
$30.35 - $32.25 $806,642 - $857,140
26,578 Added 223.57%
38,466 $1.17 Million
Q3 2024

Nov 07, 2024
BUY
$28.3 - $30.84 $336,430 - $366,625
11,888 New
11,888 $366,000

Others Institutions Holding ZECP

# of Institutions
52
Shares Held
6.7M
Call Options Held
0
Put Options Held
0
View Full List

About ZACKS TR EARNINGS CONSTANT POR

ZECP Quotes by TradingView
  • Ticker ZECP
  • Sector ETFs
  • Industry ETFs
More about ZECP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email