Panoramic Investment Advisors, LLC Ishares Tr Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 18,695 shares of IDV stock, worth $553,932. This represents 0.39% of its overall portfolio holdings.
Number of Shares
18,695
Previous 15,396
21.43%
Holding current value
$553,932
Previous $431 Million
21.64%
% of portfolio
0.39%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding IDV
# of Institutions
462Shares Held
82.3MCall Options Held
24.7KPut Options Held
23.3K-
Bank Of America Corp Charlotte, NC10.8MShares$321 Million0.03% of portfolio
-
River & Mercantile LLC Waltham, MA7.33MShares$217 Million36.78% of portfolio
-
Morgan Stanley New York, NY6.62MShares$196 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.29MShares$157 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.64MShares$108 Million0.03% of portfolio