Paradigm, Strategies In Wealth Management, LLC Vanguard Ftse Developed Market 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	$50.07 - $53.43 $44,962 - $47,980	-898 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$46.87 - $50.05 $42,089 - $44,944	898 New	898 $44,000

Others Institutions Holding VEA

# of Institutions

2,380

Shares Held

2.11B

Call Options Held

217K

Put Options Held

607K

Bank Of America Corp Charlotte, NC

165M
Shares

$8.09 Billion
0.73% of portfolio
Creative Planning Overland Park, KS

145M
Shares

$7.13 Billion
7.61% of portfolio
Betterment LLC New York, NY

127M
Shares

$6.26 Billion
16.17% of portfolio
Envestnet Asset Management Inc

96.5M
Shares

$4.74 Billion
1.69% of portfolio
Jones Financial Companies Lllp

67.1M
Shares

$3.3 Billion
3.64% of portfolio

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