Panoramic Investment Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 253,595 shares of SPLG stock, worth $17.5 Million. This represents 11.83% of its overall portfolio holdings.
Number of Shares
253,595
Previous 190,476
33.14%
Holding current value
$17.5 Million
Previous $11.7 Billion
46.08%
% of portfolio
11.83%
Previous 8.64%
Shares
5 transactions
Others Institutions Holding SPLG
# of Institutions
1,144Shares Held
479MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.38 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.45 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.03 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$910 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$864 Million50.16% of portfolio