Panoramic Investment Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 2,990 shares of SUSA stock, worth $339,783. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,990
Previous 2,953
1.25%
Holding current value
$339,783
Previous $297 Million
9.98%
% of portfolio
0.24%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding SUSA
# of Institutions
483Shares Held
19.2MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.62MShares$184 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.54MShares$175 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.19MShares$135 Million0.01% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA1.01MShares$115 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN875KShares$99.4 Million0.03% of portfolio