Number of Shares
12,699
Previous 13,859 8.37%
Holding current value
$661 Million
Previous $719 Million 8.08%
% of portfolio
0.51%
Previous 0.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025

SELL
N/A
-1,160 Reduced 8.37%
12,699 $661 Million
Q1 2025

Apr 09, 2025

SELL
N/A
-7,438 Reduced 34.93%
13,859 $719 Million
Q4 2024

Jan 29, 2025

BUY
N/A
5,516 Added 34.95%
21,297 $1.1 Billion
Q3 2024

Oct 11, 2024

BUY
N/A
15,781 New
15,781 $820 Million
Track This Portfolio

Track Paladin Wealth, LLC Portfolio

Follow Paladin Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paladin Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paladin Wealth, LLC with notifications on news.