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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 201 | $80,454 | 355 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 202 | $74,748 | 1,217 | 0.00 | 0.00 | 121 | 11.04 | 03-31-2024 |
| MONDELEZ INTL INC | CL A | 203 | $74,294 | 1,065 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 204 | $73,382 | 4,032 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
