Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $153 Million
- Q3 2024
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 82,045 shares of IBDS stock, worth $1.96 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
82,045
Previous 71,984
13.98%
Holding current value
$1.96 Million
Previous $1.71 Million
17.04%
% of portfolio
1.31%
Previous 1.05%
Shares
5 transactions
Others Institutions Holding IBDS
# of Institutions
341Shares Held
83.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.29MShares$174 Million0.01% of portfolio
-
Shufro Rose & CO LLC5.45MShares$130 Million10.47% of portfolio
-
Capital Advisors Inc3.5MShares$83.7 Million1.76% of portfolio
-
Morgan Stanley New York, NY3.29MShares$78.7 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC3.12MShares$74.7 Million1.21% of portfolio