Paladin Advisory Group, LLC Spdr Portfolio Intermediate Te Call Options Transaction History

Paladin Advisory Group, LLC

$128 Million
Q2 2024

Call Options

3 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q3 2022 Oct 07, 2022	SELL	N/A	-193 Reduced 9.57%	1,823 $57,000
Q2 2022 Jul 06, 2022	SELL	N/A	-771 Reduced 27.66%	2,016 $65,000
Q4 2021 Jan 11, 2022	BUY	N/A	2,787 New	2,787 $100,000

Others Institutions Holding SPIB

# of Institutions

527

Shares Held

197M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

43.4M
Shares

$1.46 Billion
0.27% of portfolio
Lpl Financial LLC Fort Mill, SC

32.5M
Shares

$1.09 Billion
0.54% of portfolio
Envestnet Asset Management Inc

8.82M
Shares

$296 Million
0.1% of portfolio
Creative Planning Overland Park, KS

7.15M
Shares

$240 Million
0.25% of portfolio
Wells Fargo & Company San Francisco, CA

5.92M
Shares

$199 Million
0.05% of portfolio

About SPDR PORTFOLIO INTERMEDIATE TE

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