Paragon Private Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Paragon Private Wealth Management, LLC

  • $210 Million
  • Q4 2024

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 5,409 shares of PPA stock, worth $636,314. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,409
Previous 5,686 4.87%
Holding current value
$636,314
Previous $653,000 5.05%
% of portfolio
0.3%
Previous 0.33%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$113.79 - $124.5 $31,519 - $34,486
-277 Reduced 4.87%
5,409 $620,000
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

# of Institutions
414
Shares Held
21.5M
Call Options Held
5.4K
Put Options Held
2.6K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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