Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $147 Million
- Q3 2025
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 22,554 shares of IBMQ stock, worth $575,127. This represents 0.39% of its overall portfolio holdings.
Number of Shares
22,554
Previous 22,906
1.54%
Holding current value
$575,127
Previous $582,000
0.69%
% of portfolio
0.39%
Previous 0.4%
Shares
12 transactions
Others Institutions Holding IBMQ
# of Institutions
179Shares Held
18.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.12MShares$53.9 Million0.0% of portfolio
-
Vishria Bird Financial Group, LLC1.14MShares$29.2 Million6.63% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH913KShares$23.3 Million0.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO900KShares$23 Million0.04% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio