Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 142,966 shares of IBDT stock, worth $3.58 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
142,966
Previous 161,156
11.29%
Holding current value
$3.58 Million
Previous $4.11 Million
13.49%
% of portfolio
2.47%
Previous 2.69%
Shares
8 transactions
Others Institutions Holding IBDT
# of Institutions
338Shares Held
78.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.67MShares$192 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.55MShares$88.9 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.78MShares$69.7 Million1.44% of portfolio
-
Capital Advisors Inc2.7MShares$67.5 Million1.38% of portfolio
-
Envestnet Asset Management Inc2.15MShares$53.7 Million0.02% of portfolio