Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History
Paradigm, Strategies In Wealth Management, LLC
- $144 Million
- Q4 2024
A detailed history of Paradigm, Strategies In Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 68,905 shares of IBDR stock, worth $1.64 Million. This represents 1.13% of its overall portfolio holdings.
Number of Shares
68,905
Previous 78,950
12.72%
Holding current value
$1.64 Million
Previous $1.88 Million
12.75%
% of portfolio
1.13%
Previous 1.23%
Shares
6 transactions
Others Institutions Holding IBDR
# of Institutions
378Shares Held
90.1MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio