Panoramic Investment Advisors, LLC Energy Sector Spdr Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 18,780 shares of XLE stock, worth $1.75 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
18,780
Previous 17,741
5.86%
Holding current value
$1.75 Million
Previous $1.49 Billion
19.2%
% of portfolio
1.31%
Previous 1.29%
Shares
4 transactions
Others Institutions Holding XLE
# of Institutions
2,063Shares Held
241MCall Options Held
47.3MPut Options Held
75.8M-
Bank Of America Corp Charlotte, NC41.1MShares$3.83 Billion0.34% of portfolio
-
Morgan Stanley New York, NY17.6MShares$1.64 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA11.8MShares$1.1 Billion0.26% of portfolio
-
Goldman Sachs Group Inc New York, NY8.31MShares$774 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$754 Million0.38% of portfolio