Paradigm, Strategies In Wealth Management, LLC Ishares Trust Ishares Pfd And Transaction History

Paradigm, Strategies In Wealth Management, LLC

$163 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$38.55 - $39.48 $7,979 - $8,172	-207 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$37.96 - $39.34 $7,857 - $8,143	207 New	207 $8,000

Others Institutions Holding PFF

# of Institutions

1,091

Shares Held

186M

Call Options Held

375K

Put Options Held

1.29M

Bank Of America Corp Charlotte, NC

23.9M
Shares

$794 Million
0.07% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$459 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

8.33M
Shares

$277 Million
0.06% of portfolio
Lpl Financial LLC Fort Mill, SC

6.52M
Shares

$217 Million
0.1% of portfolio
Ubs Group Ag

6.35M
Shares

$211 Million
0.05% of portfolio

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