Panoramic Investment Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 14,050 shares of DBND stock, worth $666,672. This represents 0.48% of its overall portfolio holdings.
Number of Shares
14,050
Previous 8,900
57.87%
Holding current value
$666,672
Previous $412 Million
56.59%
% of portfolio
0.48%
Previous 0.36%
Shares
2 transactions
Others Institutions Holding DBND
# of Institutions
53Shares Held
4.87MCall Options Held
0Put Options Held
0-
Cwm, LLC1.03MShares$48.7 Million0.22% of portfolio
-
Seascape Capital Management Portsmouth, NH493KShares$23.4 Million8.34% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO412KShares$19.5 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE360KShares$17.1 Million7.5% of portfolio
-
Cerity Partners LLC New York, NY298KShares$14.1 Million0.04% of portfolio