Panoramic Investment Advisors, LLC Ishares Morningstar Small Cap Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 13,341 shares of ISCV stock, worth $837,414. This represents 0.6% of its overall portfolio holdings.
Number of Shares
13,341
Previous 13,523
1.35%
Holding current value
$837,414
Previous $801 Million
1.97%
% of portfolio
0.6%
Previous 0.69%
Shares
4 transactions
Others Institutions Holding ISCV
# of Institutions
116Shares Held
3.15MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY416KShares$26.1 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.263KShares$16.5 Million9.67% of portfolio
-
Matrix Trust CO190KShares$12 Million2.49% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA190KShares$12 Million0.62% of portfolio
-
Bank Of America Corp Charlotte, NC177KShares$11.1 Million0.0% of portfolio