Number of Shares
5,887.00
Current Holdings Value*
$3.14 Mil
% of Portfolio
2.51%
Total Estimate Gain
$481,200.12
% of Total Estimate Gain
7.02%

Paladin Advisory Group, LLC's S&P MidCap 400 ETF Holding Summary

As of 2025-03-31, Paladin Advisory Group, LLC held 5,887.00 shares of S&P MidCap 400 ETF(MDY), totaling $3.14 Mil. This investment constitutes 2.51% of their stock portfolio, and Paladin Advisory Group, LLC now holds 0.01% of the outstanding S&P MidCap 400 ETF(MDY) stock.

The initial trade took place in 2022Q1. And since then Paladin Advisory Group, LLC has made 3 purchases of MDY, at an average price of $475.91, for a total of 14,403.00 shares. In addition, there have been 8 sales at an average price of $455.54 for 8,516.00 shares. Based on historical transaction data and MDY's current price of $587.13, Paladin Advisory Group, LLC's estimated gain on his MDY holdings is $481,200.12, reflecting a 7.02% gain to date.

Paladin Advisory Group, LLC MDY ($587.13) Holding Chart

Paladin Advisory Group, LLC MDY ($587.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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