Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 75,000 shares of IBDU stock, worth $1.77 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
75,000
Previous 77,765
3.56%
Holding current value
$1.77 Million
Previous $1.8 Million
2.73%
% of portfolio
1.21%
Previous 1.28%
Shares
8 transactions
Others Institutions Holding IBDU
# of Institutions
331Shares Held
98.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.36MShares$150 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$118 Million1.05% of portfolio
-
Morgan Stanley New York, NY4.51MShares$106 Million0.01% of portfolio
-
Capital Advisors Inc4.46MShares$105 Million1.92% of portfolio
-
Shufro Rose & CO LLC3.54MShares$83.3 Million7.36% of portfolio