Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PALADIN ADVISORY GROUP LLC | 05-08-2024 | 03-31-2024 | 226 | 126,458,950 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 101 | $360,941 | 2,551 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HOME DEPOT INC | COM | 102 | $340,428 | 925 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| US BANCORP DEL | COM NEW | 103 | $340,173 | 7,740 | 0.00 | 0.00 | -145 | -1.84 | 03-31-2024 |
| ISHARES TR | MORNINGSTAR GRWT | 104 | $338,950 | 4,490 | 0.00 | 0.00 | -100 | -2.18 | 03-31-2024 |
