Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 143,265 shares of IBDX stock, worth $3.66 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
143,265
Previous 148,184
3.32%
Holding current value
$3.66 Million
Previous $3.7 Million
2.16%
% of portfolio
2.5%
Previous 2.63%
Shares
9 transactions
Others Institutions Holding IBDX
# of Institutions
169Shares Held
37.5MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.26MShares$109 Million0.96% of portfolio
-
Capital Investment Advisors, LLC2.75MShares$70.4 Million1.31% of portfolio
-
Wells Fargo & Company San Francisco, CA2.68MShares$68.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.25MShares$57.6 Million0.0% of portfolio
-
First Interstate Bank Billings, MT1.99MShares$50.8 Million3.04% of portfolio