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 |
|---|---|---|---|---|---|---|---|---|---|
| BLOCK H & R INC | COM | 151 | $172,820 | 3,584 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 152 | $162,612 | 3,067 | 0.00 | 0.00 | -694 | -18.45 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 153 | $160,410 | 7,588 | 0.00 | 0.00 | -825 | -9.81 | 03-31-2024 |
| PFIZER INC | COM | 154 | $158,780 | 5,728 | 0.00 | 0.00 | -768 | -11.82 | 03-31-2024 |
