Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARADIGM STRATEGIES IN WEALTH MANAGEMENT LLC | 05-02-2024 | 03-31-2024 | 50 | 162,095,271 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBONDS DEC 27 | 51 | $266,903 | 10,604 | 0.00 | 0.00 | 197 | 1.89 | 03-31-2024 |
| 3M CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -632 | -18.54 | 12-31-2023 |
| DISNEY WALT CO | COM | 53 | $259,475 | 2,121 | 0.00 | 2,121 | +Inf | 03-31-2024 | |
| BIO-TECHNE CORP | COM | 54 | $255,164 | 3,625 | 0.00 | 0.00 | -748 | -17.10 | 03-31-2024 |
