Panoramic Investment Advisors, LLC Select Sector Spdr Fund Health Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 4,950 shares of XLV stock, worth $750,617. This represents 0.54% of its overall portfolio holdings.
Number of Shares
4,950
Previous 4,950
-0.0%
Holding current value
$750,617
Previous $675 Million
8.32%
% of portfolio
0.54%
Previous 0.58%
Shares
2 transactions
Others Institutions Holding XLV
# of Institutions
1,858Shares Held
194MCall Options Held
8.49MPut Options Held
10.4M-
Bank Of America Corp Charlotte, NC38.3MShares$5.81 Billion0.5% of portfolio
-
Morgan Stanley New York, NY11.1MShares$1.69 Billion0.13% of portfolio
-
Jpmorgan Chase & CO New York, NY11MShares$1.67 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA6.8MShares$1.03 Billion0.24% of portfolio
-
Envestnet Asset Management Inc6.2MShares$940 Million0.32% of portfolio