Panoramic Investment Advisors, LLC Financial Sector Spdr Transaction History

Panoramic Investment Advisors, LLC

  • $136 Billion
  • Q1 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 6,161 shares of XLF stock, worth $263,998. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,161
Previous 5,403 14.03%
Holding current value
$263,998
Previous $203 Million 27.75%
% of portfolio
0.19%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$37.27 - $42.12 $28,250 - $31,926
758 Added 14.03%
6,161 $260 Million
Q4 2023

Jan 23, 2024
BUY
$31.45 - $37.72 $169,924 - $203,801
5,403 New
5,403 $203 Million
Q4 2022

Mar 01, 2023
BUY
$33.4 - $36.31 $195,523 - $212,558
5,854 New
5,854 $200 Million

Others Institutions Holding XLF

# of Institutions
1,736
Shares Held
702M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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