Paradigm, Strategies In Wealth Management, LLC Invesco Fd Tr Transaction History

Paradigm, Strategies In Wealth Management, LLC

$162 Million
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$37.05 - $39.82 $2,667 - $2,867	-72 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$34.59 - $37.23 $2,490 - $2,680	72 New	72 $3,000

Others Institutions Holding PDN

# of Institutions

107

Shares Held

12M

Call Options Held

Put Options Held

Charles Schwab Investment Advisory, Inc. San Francisco, CA

8.81M
Shares

$289 Million
0.4% of portfolio
Cutler Investment Counsel LLC

315K
Shares

$10.3 Million
1.39% of portfolio
Flow Traders U.S. LLC New York, NY

285K
Shares

$9.35 Million
0.5% of portfolio
Invesco Ltd. Atlanta, GA

234K
Shares

$7.68 Million
0.0% of portfolio
Opes Wealth Management LLC Menlo Park, CA

205K
Shares

$6.73 Million
1.57% of portfolio

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