Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GLADSTONE INSTITUTIONAL ADVISORY LLC 08-02-2024 06-30-2024 661 1,920,297,990
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 601 $473,011 884 0.00 0.00 0 0.00 06-30-2024
PPL CORP COM 602 $469,253 16,971 0.00 0.00 197 1.17 06-30-2024
CENCORA INC COM 603 $466,645 2,071 0.00 0.00 1,179 132.17 06-30-2024
VALMONT INDS INC COM 604 $462,863 1,687 0.00 0.00 1 0.06 06-30-2024
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