Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $145 Million
- Q2 2025
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 62,643 shares of IBDR stock, worth $1.49 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
62,643
Previous 64,046
2.19%
Holding current value
$1.49 Million
Previous $1.52 Million
2.24%
% of portfolio
1.03%
Previous 1.08%
Shares
8 transactions
Others Institutions Holding IBDR
# of Institutions
457Shares Held
114MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC8.97MShares$213 Million0.02% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC6.01MShares$143 Million3.56% of portfolio
-
Morgan Stanley New York, NY4.27MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA3.14MShares$74.5 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.91MShares$69.1 Million0.02% of portfolio