Panoramic Investment Advisors, LLC Ishares Dj Us Tech ETF Transaction History
Panoramic Investment Advisors, LLC
- $154 Billion
- Q4 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 12,945 shares of IYW stock, worth $2.07 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
12,945
Previous 11,006
17.62%
Holding current value
$2.07 Million
Previous $1.67 Billion
23.75%
% of portfolio
1.35%
Previous 1.15%
Shares
4 transactions
Others Institutions Holding IYW
# of Institutions
1,186Shares Held
81.4MCall Options Held
76.9KPut Options Held
33.6K-
Envestnet Asset Management Inc10.7MShares$1.71 Billion0.54% of portfolio
-
Morgan Stanley New York, NY5.86MShares$935 Million0.07% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ4.52MShares$722 Million14.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.27MShares$682 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.13MShares$660 Million0.29% of portfolio