Paragon Private Wealth Management, LLC FDVV Holdings History
Paragon Private Wealth Management, LLC's Fidelity High Dividend ETF Holding Summary
As of 2025-03-31, Paragon Private Wealth Management, LLC held 16,698.00 shares of Fidelity High Dividend ETF(FDVV), totaling $828,220.00. This investment constitutes 0.38% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0.02% of the outstanding Fidelity High Dividend ETF(FDVV) stock.
The initial trade took place in 2025Q1. And since then Paragon Private Wealth Management, LLC has made 1 purchases of FDVV, at an average price of $50.59, for a total of 16,698.00 shares. Based on historical transaction data and FDVV's current price of $53.33, Paragon Private Wealth Management, LLC's estimated gain on his FDVV holdings is $45,752.52, reflecting a 5.42% gain to date.
Paragon Private Wealth Management, LLC FDVV ($53.33) Holding Chart
Paragon Private Wealth Management, LLC FDVV ($53.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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