Panoramic Investment Advisors, LLC Ishares Morningstar Small Cap Call Options Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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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
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Vaughan & CO Securities, Inc.264KShares$16.7 Million9.99% of portfolio
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Matrix Trust CO186KShares$11.8 Million2.21% of portfolio
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Steele Capital Management, Inc. Dubuque, IA186KShares$11.8 Million0.62% of portfolio
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Bank Of America Corp Charlotte, NC156KShares$9.88 Million0.0% of portfolio