Paladin Advisory Group, LLC Purchases in Q3 2024

Paladin Advisory Group, LLC

  • $135 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
3.3K
+ 4.06%
$70.09 - $78.74 $231K - $260K
84.6K $6.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.76K
+ 73.76%
$173.36 - $189.8 $478K - $524K
6.5K $1.23M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.41K
+ 3.58%
$95.1 - $106.76 $134K - $150K
40.7K $4.34M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10K
+ 20.04%
$49.7 - $56.11 $499K - $563K
60.1K $3.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.29K
+ 2.7%
$22.38 - $23.66 $186K - $196K
316K $7.41M
PAVE
Global X Fds Us Infrastructure

ETFs
3.37K
+ 4.58%
$36.39 - $41.16 $123K - $139K
77K $3.17M
AVLV
American Centy ETF Tr Avantis
3.58K
+ 6.5%
$60.05 - $65.83 $215K - $236K
58.7K $3.86M
QQQ
Invesco Qqq Trust, Series 1

ETFs
623
+ 10.14%
$434.77 - $502.96 $271K - $313K
6.77K $3.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
844
+ 3.34%
$105.53 - $118.34 $89.1K - $99.9K
26.1K $3.05M
IVV
Ishares Core S&P 500 ETF

ETFs
319
+ 5.57%
$520.18 - $576.82 $166K - $184K
6.05K $3.49M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.24K
+ 3.5%
$23.06 - $26.41 $51.6K - $59.1K
66.3K $1.72M
VTI
Vanguard Total Stock Market Et

ETFs
326
+ 5.45%
$255.18 - $283.2 $83.2K - $92.3K
6.31K $1.79M
MUB
Ishares National Muni Bond ETF

ETFs
559
+ 2.07%
$106.13 - $108.7 $59.3K - $60.8K
27.6K $2.99M
WFC
Wells Fargo & Company

Financial Services
1.99K
+ 207.31%
$51.58 - $60.97 $102K - $121K
2.94K $166K
VTV
Vanguard Value ETF

ETFs
405
+ 343.22%
$159.75 - $174.57 $64.7K - $70.7K
523 $91K
VEA
Vanguard Ftse Developed Market

ETFs
947
+ 165.56%
$47.6 - $53.31 $45.1K - $50.5K
1.52K $80K
DFIV
Dimensional ETF Tr

ETFs
1.34K
New
$34.66 - $38.38 $46.3K - $51.2K
1.34K $50K
MEAR
Blackrock Short Maturity Munic

ETFs
835
New
$49.99 - $50.34 $41.7K - $42K
835 $42K
AVUV
American Centy ETF Tr Avantis

ETFs
305
New
$88.24 - $99.7 $26.9K - $30.4K
305 $29K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
621
New
$38.51 - $41.69 $23.9K - $25.9K
621 $25K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
122
New
$175.46 - $203.3 $21.4K - $24.8K
122 $24K
DIHP
Dimensional ETF Tr Dimensional

ETFs
891
New
$25.23 - $27.94 $22.5K - $24.9K
891 $24K
VONG
Vanguard Russell 1000 Growth E

ETFs
184
+ 18.11%
$85.48 - $98.39 $15.7K - $18.1K
1.2K $115K
QUAL
Ishares Msci Usa Quality Facto

ETFs
75
New
$162.64 - $179.3 $12.2K - $13.4K
75 $13K
DUHP
Dimensional ETF Tr Dimensional

ETFs
395
New
$30.74 - $34.07 $12.1K - $13.5K
395 $13K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
134
+ 46.85%
$63.28 - $70.06 $8.48K - $9.39K
420 $29K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
84
+ 6.8%
$60.84 - $67.51 $5.11K - $5.67K
1.32K $89K
SRLN
Ssga Active Trust

ETFs
273
+ 0.75%
$40.93 - $41.85 $11.2K - $11.4K
36.8K $1.54M
AOR
Ishares Tr Core Growth Allocat

ETFs
138
New
$55.15 - $59.31 $7.61K - $8.18K
138 $8K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
101
+ 8.24%
$49.93 - $51.15 $5.04K - $5.17K
1.33K $67K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15
+ 2.24%
$96.25 - $101.98 $1.44K - $1.53K
684 $69K
AVDV
American Centy ETF Tr Avantis

ETFs
66
New
$62.52 - $71.12 $4.13K - $4.69K
66 $4K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
89
+ 1.16%
$20.69 - $21.17 $1.84K - $1.88K
7.74K $162K
Dimensional ETF Trust
2.01K
New
N/A
2.01K $0
J P Morgan Exchange Traded F
1K
+ 36.65%
N/A
3.74K $0
AVGO
Broadcom Inc.

Technology
4.62K
+ 813.73%
$136.27 - $1745.86 $630K - $8.07M
5.19K $895K
Activity Summary
Buys All Purchases 37 New Holdings 11 Increased Positions 26 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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