Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 66,727 shares of IBDW stock, worth $1.42 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
66,727
Previous 68,246
2.23%
Holding current value
$1.42 Million
Previous $1.42 Million
0.92%
% of portfolio
0.97%
Previous 1.01%
Shares
7 transactions
Others Institutions Holding IBDW
# of Institutions
230Shares Held
64.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.36MShares$136 Million1.2% of portfolio
-
Capital Investment Advisors, LLC3.13MShares$66.8 Million1.24% of portfolio
-
Morgan Stanley New York, NY2.95MShares$62.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC2.81MShares$59.9 Million0.0% of portfolio
-
Venture Visionary Partners LLC2.47MShares$52.6 Million1.9% of portfolio