Panoramic Investment Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 25,295 shares of QUAL stock, worth $4.52 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
25,295
Previous 26,488
4.5%
Holding current value
$4.52 Million
Previous $3.9 Billion
6.66%
% of portfolio
3.06%
Previous 3.37%
Shares
3 transactions
Others Institutions Holding QUAL
# of Institutions
1,353Shares Held
223MCall Options Held
22.7KPut Options Held
11.5K-
Envestnet Asset Management Inc28MShares$5.01 Billion1.7% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$2.46 Billion1.2% of portfolio
-
Morgan Stanley New York, NY8.74MShares$1.56 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.09MShares$1.45 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC7.73MShares$1.38 Billion0.12% of portfolio