Panoramic Investment Advisors, LLC Ishares Morningstar Small Cap Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 13,475 shares of ISCV stock, worth $855,393. This represents 0.59% of its overall portfolio holdings.
Number of Shares
13,475
Previous 13,341
1.0%
Holding current value
$855,393
Previous $816 Million
4.77%
% of portfolio
0.59%
Previous 0.6%
Shares
5 transactions
Others Institutions Holding ISCV
# of Institutions
121Shares Held
3.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY399KShares$25.3 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.264KShares$16.7 Million9.99% of portfolio
-
Matrix Trust CO186KShares$11.8 Million2.21% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA186KShares$11.8 Million0.62% of portfolio
-
Bank Of America Corp Charlotte, NC156KShares$9.88 Million0.0% of portfolio