Panoramic Investment Advisors, LLC Ishares Treasury Floating Rate Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 16,365 shares of TFLO stock, worth $826,432. This represents 0.61% of its overall portfolio holdings.
Number of Shares
16,365
Previous 35,667
54.12%
Holding current value
$826,432
Previous $1.8 Billion
53.92%
% of portfolio
0.61%
Previous 1.56%
Shares
4 transactions
Others Institutions Holding TFLO
# of Institutions
446Shares Held
84.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.2MShares$313 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.07MShares$256 Million0.14% of portfolio
-
Morgan Stanley New York, NY4.54MShares$229 Million0.02% of portfolio
-
Ubs Group Ag3.74MShares$189 Million0.05% of portfolio
-
Envestnet Asset Management Inc3.16MShares$159 Million0.06% of portfolio