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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | LITHIUM BTRY ETF | 351 | $5,925 | 130 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OMEGA HEALTHCARE INVS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CONSTELLATION ENERGY CORP | COM | 353 | $5,393 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| T-MOBILE US INC | COM | 354 | $5,043 | 31 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
