Paladin Advisory Group, LLC Spdr Ssga Us Large Cap Low Vol 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	$122.6 - $141.03 $25,255 - $29,052	-206 Reduced 38.43%	330 $0
Q4 2021 Jan 11, 2022	BUY	$133.85 - $150.71 $71,743 - $80,780	536 New	536 $80,000

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$105 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$54.6 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$47.1 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$41 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$36.4 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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