Gladstone Institutional Advisory LLC Portfolio Holdings
Gladstone Institutional Advisory LLC
- $2 Billion
- Q3 2024
Gladstone Institutional Advisory LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2 Billion distributed in 683 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $55.6M, Spdr S&P 500 ETF Trust with a value of $44.6M, Ishares Core S&P 500 ETF with a value of $44M, Wisdomtree Floating Rate Treas with a value of $43.6M, and Vanguard Index Fds S&P 500 ETF with a value of $43.2M.
Examining the 13F form we can see an increase of $97.5M in the current position value, from $1.9B to 2B.
Gladstone Institutional Advisory LLC is based out at Boca Raton, FL
Below you can find more details about Gladstone Institutional Advisory LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 683
- Current Value $2 Billion
- Prior Value $1.9 Billion
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 73 stocks
- Additional Purchases 296 stocks
- Sold out of 0 stocks
- Reduced holdings in 287 stocks