Paradigm, Strategies In Wealth Management, LLC Spdr Portfolio Transaction History

Paradigm, Strategies In Wealth Management, LLC

$141 Million
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$63.23 - $68.45 $4,995 - $5,407	-79 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$53.23 - $58.3 $4,205 - $4,605	79 New	79 $4,000

Others Institutions Holding SPYG

# of Institutions

1,227

Shares Held

303M

Call Options Held

665K

Put Options Held

128K

Lpl Financial LLC Fort Mill, SC

36.1M
Shares

$2.96 Billion
1.18% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.7M
Shares

$1.62 Billion
3.4% of portfolio
Allworth Financial LP

11.2M
Shares

$920 Million
5.18% of portfolio
Ameriprise Financial Inc Minneapolis, MN

8.73M
Shares

$716 Million
0.2% of portfolio
Morgan Stanley New York, NY

7.66M
Shares

$628 Million
0.05% of portfolio

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