Panoramic Investment Advisors, LLC Doubleline ETF Tr Opportunisti Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Doubleline ETF Tr Opportunisti stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 12,200 shares of DBND stock, worth $550,830. This represents 0.4% of its overall portfolio holdings.
Number of Shares
12,200
Previous 14,050
13.17%
Holding current value
$550,830
Previous $645 Million
10.37%
% of portfolio
0.4%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding DBND
# of Institutions
57Shares Held
5.45MCall Options Held
0Put Options Held
0-
Cwm, LLC1.26MShares$56.7 Million0.26% of portfolio
-
Seascape Capital Management Portsmouth, NH479KShares$21.6 Million8.09% of portfolio
-
W.G. Shaheen & Associates Dba Whitney & CO421KShares$19 Million2.18% of portfolio
-
Boothe Investment Group, Inc. Dover, DE366KShares$16.5 Million10.02% of portfolio
-
One Capital Management, LLC Westlake Village, CA293KShares$13.2 Million0.47% of portfolio