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 |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 251 | $37,206 | 880 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OTIS WORLDWIDE CORP | COM | 253 | $34,795 | 353 | 0.00 | 0.00 | -54 | -13.27 | 03-31-2024 |
| ISHARES TR | CORE MSCI INTL | 254 | $34,160 | 511 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
