Paradigm, Strategies In Wealth Management, LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Paradigm, Strategies In Wealth Management, LLC holds 64,554 shares of IBDW stock, worth $1.31 Million. This represents 0.91% of its overall portfolio holdings.
Number of Shares
64,554
Previous 75,950
15.0%
Holding current value
$1.31 Million
Previous $1.61 Million
18.5%
% of portfolio
0.91%
Previous 1.05%
Shares
5 transactions
Others Institutions Holding IBDW
# of Institutions
159Shares Held
42.1MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA3.63MShares$73.9 Million0.02% of portfolio
-
Aptus Capital Advisors, LLC3.55MShares$72.2 Million1.2% of portfolio
-
Capital Investment Advisors, LLC2.55MShares$52 Million1.08% of portfolio
-
Bank Of America Corp Charlotte, NC2.17MShares$44.2 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.16MShares$43.9 Million0.0% of portfolio