Gladstone Institutional Advisory LLC Portfolio Holdings
Gladstone Institutional Advisory LLC
- $1.81 Billion
- Q1 2024
Gladstone Institutional Advisory LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.81 Billion distributed in 641 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $49.7M, Vanguard Index Fds S&P 500 ETF with a value of $46.3M, Wisdomtree Floating Rate Treas with a value of $41.6M, Ishares Core S&P 500 ETF with a value of $41.5M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $38.3M.
Examining the 13F form we can see an increase of $32.9M in the current position value, from $1.77B to 1.81B.
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 Companies Only
Summary
- Portfolio
- No. of Stocks 641
- Current Value $1.81 Billion
- Prior Value $1.77 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 61 stocks
- Additional Purchases 200 stocks
- Sold out of 0 stocks
- Reduced holdings in 364 stocks