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

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 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

1,101

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

Bank Of America Corp Charlotte, NC

24.4M
Shares

$797 Million
0.07% of portfolio
Morgan Stanley New York, NY

15.4M
Shares

$503 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

9.04M
Shares

$295 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

7.17M
Shares

$234 Million
0.11% of portfolio
Ubs Group Ag

5.88M
Shares

$192 Million
0.04% of portfolio

View Full List

About ISHARES TRUST ISHARES PFD AND

Ticker PFF
Sector ETFs
Industry ETFs

More about PFF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm, Strategies In Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm, Strategies In Wealth Management, LLC with notifications on news.

Account