Paradigm, Strategies In Wealth Management, LLC Closed Holding Positions

Paradigm, Strategies In Wealth Management, LLC

  • $153 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q3 2021 Filed on Oct 15, 2021
81
$66.91 - $71.05 $5.42K - $5.76K
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2021 Filed on Oct 15, 2021
2,866
$51.18 - $51.3 $147K - $147K
FNDF
Schwab Fundamental Intl Large

ETFs
Q3 2021 Filed on Oct 15, 2021
17
$31.76 - $33.8 $540 - $575
FNDE
Schwab Fundamental Emerging Mk

ETFs
Q3 2021 Filed on Oct 15, 2021
57
$30.86 - $32.92 $1.76K - $1.88K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
328
$22.84 - $24.92 $7.49K - $8.17K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Oct 15, 2021
110
$65.97 - $92.48 $7.26K - $10.2K
Resonant Inc
Q3 2021 Filed on Oct 15, 2021
4
N/A
NFLX
Netflix Inc

Communication Services
Q3 2021 Filed on Oct 15, 2021
1
$510.72 - $610.34 $511 - $610
VEA
Vanguard Ftse Developed Market

ETFs
Q3 2021 Filed on Oct 15, 2021
898
$50.07 - $53.43 $45K - $48K
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 15, 2021
700
$22.35 - $43.41 $15.6K - $30.4K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2021 Filed on Oct 15, 2021
200
$114.77 - $116.58 $23K - $23.3K
ABST
Absolute Software Corp

Technology
Q3 2021 Filed on Oct 15, 2021
15
$10.92 - $14.47 $164 - $217
VOD
Vodafone Group Public LTD CO

Communication Services
Q3 2021 Filed on Oct 15, 2021
54
$15.45 - $17.23 $834 - $930
DBX
Dropbox, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
4
$29.22 - $32.44 $117 - $130
ALR
Aleris Life Inc.

Healthcare
Q3 2021 Filed on Oct 15, 2021
14
$3.83 - $5.87 $53.6 - $82.2
PENN
Penn National Gaming Inc

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
30
$65.08 - $84.84 $1.95K - $2.55K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
Q3 2021 Filed on Oct 15, 2021
538
$9.59 - $10.26 $5.16K - $5.52K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2021 Filed on Oct 15, 2021
100
$133.03 - $136.33 $13.3K - $13.6K
AVK
Advent Convertible & Income Fund

Financial Services
Q3 2021 Filed on Oct 15, 2021
261
$17.98 - $19.81 $4.69K - $5.17K
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Oct 15, 2021
38
$28.63 - $35.64 $1.09K - $1.35K
ASTS
Ast Space Mobile, Inc.

Communication Services
Q3 2021 Filed on Oct 15, 2021
7
$8.13 - $13.53 $56.9 - $94.7
DVN
Devon Energy Corp

Energy
Q3 2021 Filed on Oct 15, 2021
85
$24.93 - $35.75 $2.12K - $3.04K
KMI
Kinder Morgan, Inc.

Energy
Q3 2021 Filed on Oct 15, 2021
130
$15.68 - $18.67 $2.04K - $2.43K
PSLV
Sprott Physical Silver Trust

Financial Services
Q3 2021 Filed on Oct 15, 2021
500
$7.5 - $9.38 $3.75K - $4.69K
AGI
Alamos Gold Inc

Basic Materials
Q3 2021 Filed on Oct 15, 2021
1,816
$7.01 - $8.39 $12.7K - $15.2K
IYR
Ishares Tr

ETFs
Q3 2021 Filed on Oct 15, 2021
150
$102.34 - $111.27 $15.4K - $16.7K
F
Ford Motor CO

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
300
$12.57 - $14.93 $3.77K - $4.48K
PNW
Pinnacle West Capital Corp

Utilities
Q3 2021 Filed on Oct 15, 2021
66
$71.68 - $86.39 $4.73K - $5.7K
IPOF
Social Capital Hedosophia Holdings Corp. Vi

Financial Services
Q3 2021 Filed on Oct 15, 2021
528
$9.8 - $10.44 $5.17K - $5.51K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q3 2021 Filed on Oct 15, 2021
270
$61.72 - $68.76 $16.7K - $18.6K
GM
General Motors CO

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
90
$48.18 - $59.11 $4.34K - $5.32K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q3 2021 Filed on Oct 15, 2021
1
$250.15 - $302.97 $250 - $303
IAC
Iac/Inter Active Corp

Communication Services
Q3 2021 Filed on Oct 15, 2021
50
$124.28 - $153.83 $6.21K - $7.69K
RMR
Rmr Group Inc.

Real Estate
Q3 2021 Filed on Oct 15, 2021
2
$33.2 - $46.34 $66.4 - $92.7
EGHT
8 X8 Inc

Technology
Q3 2021 Filed on Oct 15, 2021
8
$23.07 - $27.82 $185 - $223
OEF
Ishares S&P 100 ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
310
$196.16 - $208.81 $60.8K - $64.7K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q3 2021 Filed on Oct 15, 2021
705
$9.57 - $11.23 $6.75K - $7.92K
AMRS
Amyris, Inc.

Basic Materials
Q3 2021 Filed on Oct 15, 2021
1,200
$12.13 - $16.99 $14.6K - $20.4K
Zynga Inc
Q3 2021 Filed on Oct 15, 2021
70
N/A
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
4
$257.41 - $401.12 $1.03K - $1.6K
ZTS
Zoetis Inc.

Healthcare
Q3 2021 Filed on Oct 15, 2021
50
$189.29 - $209.69 $9.46K - $10.5K
XEL
Xcel Energy Inc

Utilities
Q3 2021 Filed on Oct 15, 2021
1,741
$61.42 - $70.61 $107K - $123K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
Q3 2021 Filed on Oct 15, 2021
35
$54.26 - $63.07 $1.9K - $2.21K
WY
Weyerhaeuser CO

Real Estate
Q3 2021 Filed on Oct 15, 2021
433
$32.95 - $37.26 $14.3K - $16.1K
WEC
Wec Energy Group, Inc.

Utilities
Q3 2021 Filed on Oct 15, 2021
205
$87.77 - $97.59 $18K - $20K
WM
Waste Management Inc

Industrials
Q3 2021 Filed on Oct 15, 2021
200
$141.17 - $155.85 $28.2K - $31.2K
VTRS
Viatris Inc

Healthcare
Q3 2021 Filed on Oct 15, 2021
157
$13.25 - $15.13 $2.08K - $2.38K
VMEO
Vimeo, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
81
$29.37 - $51.67 $2.38K - $4.19K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q3 2021 Filed on Oct 15, 2021
158
$60.11 - $68.77 $9.5K - $10.9K
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