Panoramic Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 2,990 shares of SUSA stock, worth $345,285. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,990
Previous 2,953
1.25%
Holding current value
$345,285
Previous $297 Million
9.98%
% of portfolio
0.24%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SUSA
# of Institutions
490Shares Held
19MCall Options Held
200Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.6MShares$185 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.5MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.18MShares$136 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1MShares$116 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN837KShares$96.7 Million0.03% of portfolio