Panoramic Investment Advisors, LLC Ishares Tr Transaction History
Panoramic Investment Advisors, LLC
- $154 Billion
- Q4 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 31,926 shares of IDV stock, worth $934,154. This represents 0.57% of its overall portfolio holdings.
Number of Shares
31,926
Previous 19,658
62.41%
Holding current value
$934,154
Previous $594 Million
47.1%
% of portfolio
0.57%
Previous 0.41%
Shares
6 transactions
Others Institutions Holding IDV
# of Institutions
493Shares Held
79.8MCall Options Held
20.5KPut Options Held
24.8K-
Bank Of America Corp Charlotte, NC10.6MShares$310 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$193 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$158 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$113 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$79.2 Million0.01% of portfolio