Panoramic Investment Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 10,345 shares of DTD stock, worth $736,253. This represents 0.54% of its overall portfolio holdings.
Number of Shares
10,345
Previous 10,397
0.5%
Holding current value
$736,253
Previous $680 Million
7.64%
% of portfolio
0.54%
Previous 0.59%
Shares
4 transactions
Others Institutions Holding DTD
# of Institutions
194Shares Held
8.56MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.03MShares$144 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.09MShares$77.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC610KShares$43.4 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA373KShares$26.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL310KShares$22.1 Million0.05% of portfolio