Panoramic Investment Advisors, LLC Financial Sector Spdr Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 6,161 shares of XLF stock, worth $276,936. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,161
Previous 5,403
14.03%
Holding current value
$276,936
Previous $203 Million
27.75%
% of portfolio
0.19%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding XLF
# of Institutions
1,727Shares Held
693MCall Options Held
184MPut Options Held
267M-
Jpmorgan Chase & CO New York, NY153MShares$6.88 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC72.2MShares$3.25 Billion0.27% of portfolio
-
Morgan Stanley New York, NY39MShares$1.75 Billion0.13% of portfolio
-
Barclays PLC London, X025.6MShares$1.15 Billion0.32% of portfolio
-
Wells Fargo & Company San Francisco, CA13.9MShares$625 Million0.14% of portfolio