Paladin Advisory Group, LLC Purchases in Q4 2024

Paladin Advisory Group, LLC

  • $130 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.8K
+ 15.06%
$50.37 - $50.6 $694K - $697K
105K $5.3M
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 16.29%
$280.04 - $302.45 $288K - $311K
7.33K $2.12M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.23K
New
$71.75 - $75.11 $232K - $243K
3.23K $232K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.72K
New
$58.88 - $64.8 $219K - $241K
3.72K $218K
SRLN
Ssga Active Trust

ETFs
4.77K
+ 12.97%
$41.48 - $42.08 $198K - $201K
41.6K $1.74M
IVV
Ishares Core S&P 500 ETF

ETFs
193
+ 3.19%
$570.51 - $610.59 $110K - $118K
6.24K $3.67M
AVLV
American Centy ETF Tr Avantis
724
+ 1.23%
$65.51 - $71.22 $47.4K - $51.6K
59.4K $3.97M
BNDX
Vanguard Total International B

ETFs
2.03K
New
$48.91 - $50.61 $99.2K - $103K
2.03K $99K
VXF
Vanguard Extended Market ETF

ETFs
309
New
$179.17 - $207.15 $55.4K - $64K
309 $58K
VONG
Vanguard Russell 1000 Growth E

ETFs
267
+ 22.25%
$95.27 - $107.82 $25.4K - $28.8K
1.47K $151K
MUB
Ishares National Muni Bond ETF

ETFs
757
+ 2.75%
$105.78 - $108.7 $80.1K - $82.3K
28.3K $3.02M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.91K
+ 300.0%
$25.93 - $105.3 $231K - $938K
11.9K $330K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
269
+ 64.05%
$69.3 - $74.3 $18.6K - $20K
689 $49K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
291
+ 2.59%
$44.33 - $49.55 $12.9K - $14.4K
11.5K $517K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
232
+ 3.0%
$20.98 - $21.19 $4.87K - $4.92K
7.97K $167K
Revelyst Inc
100
New
N/A
100 $0
ACWI
Ishares Msci Acwi ETF

ETFs
1
+ 1.27%
$117.05 - $123.03 $117 - $123
80 $9K
MGEE
Mge Energy Inc

Utilities
6
New
$88.55 - $108.16 $531 - $649
6 $0
J P Morgan Exchange Traded F
615
+ 16.44%
N/A
4.36K $0
AOR
Ishares Tr Core Growth Allocat

ETFs
1
+ 0.72%
$57.32 - $59.66 $57.3 - $59.7
139 $7K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10
+ 0.28%
$51.33 - $53.74 $513 - $537
3.59K $184K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
162
+ 0.6%
$24.94 - $26.14 $4.04K - $4.23K
27.2K $679K
EFG
Msci Eafe Growth ETF

ETFs
247
+ 1.61%
$96.83 - $106.88 $23.9K - $26.4K
15.6K $1.51M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
303
+ 0.74%
$99.2 - $108.47 $30.1K - $32.9K
41K $4.08M
IEFA
Ishares Tr

ETFs
1.8K
+ 2.12%
$70.06 - $77.43 $126K - $139K
86.4K $6.07M
Activity Summary
Buys All Purchases 26 New Holdings 6 Increased Positions 20 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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