Panoramic Investment Advisors, LLC Ishares Core S&P Total U.S. St Transaction History
Panoramic Investment Advisors, LLC
- $154 Billion
- Q4 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,852 shares of ITOT stock, worth $588,984. This represents 0.41% of its overall portfolio holdings.
Number of Shares
4,852
Previous 4,883
0.63%
Holding current value
$588,984
Previous $613 Million
1.74%
% of portfolio
0.41%
Previous 0.42%
Shares
6 transactions
Others Institutions Holding ITOT
# of Institutions
1,557Shares Held
313MCall Options Held
53KPut Options Held
29.4K-
Wells Fargo & Company San Francisco, CA55.3MShares$6.71 Billion1.64% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$5.92 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.8MShares$1.43 Billion3.65% of portfolio
-
Morgan Stanley New York, NY10.5MShares$1.28 Billion0.1% of portfolio
-
Wealthfront Advisers LLC9.75MShares$1.18 Billion3.69% of portfolio