Paladin Advisory Group, LLC Ishares Tr Call Options Transaction History

Paladin Advisory Group, LLC

$135 Million
Q3 2024

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q4 2022 Jan 11, 2023	SELL	$107.39 - $125.5 $44,459 - $51,957	-414 Reduced 54.98%	339 $0
Q4 2021 Jan 11, 2022	BUY	$114.37 - $122.59 $86,120 - $92,310	753 New	753 $92,000

Others Institutions Holding DVY

# of Institutions

1,360

Shares Held

70.5M

Call Options Held

1.1M

Put Options Held

383K

Bank Of America Corp Charlotte, NC

8.33M
Shares

$1.11 Billion
0.09% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$830 Million
0.06% of portfolio
International Assets Investment Management, LLC Orlando, FL

4.37M
Shares

$584 Million
0.09% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.86M
Shares

$516 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

3.69M
Shares

$493 Million
0.11% of portfolio

About ISHARES TR

Ticker DVY
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