Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 75,950 shares of IBDW stock, worth $1.56 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
75,950
Previous 63,215
20.15%
Holding current value
$1.56 Million
Previous $1.28 Million
25.66%
% of portfolio
1.05%
Previous 0.79%
Shares
4 transactions
Others Institutions Holding IBDW
# of Institutions
149Shares Held
39.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.5MShares$71.7 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC2.57MShares$52.7 Million1.0% of portfolio
-
Capital Investment Advisors, LLC2.2MShares$45.1 Million0.98% of portfolio
-
Bank Of America Corp Charlotte, NC2.01MShares$41.1 Million0.0% of portfolio
-
Venture Visionary Partners LLC1.94MShares$39.8 Million1.83% of portfolio