Paragon Private Wealth Management, LLC Fidelity Covington Tr Msci Fin Transaction History

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Fidelity Covington Tr Msci Fin stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 7,118 shares of FNCL stock, worth $528,582. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,118
Previous 6,955 2.34%
Holding current value
$528,582
Previous $514,000 5.64%
% of portfolio
0.19%
Previous 0.22%

Shares

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

Nov 03, 2025
BUY
$72.91 - $77.23 $11,884 - $12,588
163 Added 2.34%
7,118 $543,000
Q2 2025

Aug 14, 2025
BUY
$61.08 - $74.04 $47,642 - $57,751
780 Added 12.63%
6,955 $514,000
Q1 2025

May 15, 2025
BUY
$66.3 - $74.17 $409,402 - $457,999
6,175 New
6,175 $429,000

Others Institutions Holding FNCL

# of Institutions
290
Shares Held
13.6M
Call Options Held
8.8K
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI FIN

FNCL Quotes by TradingView
  • Ticker FNCL
  • Sector ETFs
  • Industry ETFs
More about FNCL
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