Panoramic Investment Advisors, LLC Ishares Msci Usa Quality Facto Transaction History
Panoramic Investment Advisors, LLC
- $154 Billion
- Q4 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 27,174 shares of QUAL stock, worth $4.98 Million. This represents 3.15% of its overall portfolio holdings.
Number of Shares
27,174
Previous 25,124
8.16%
Holding current value
$4.98 Million
Previous $4.5 Billion
7.43%
% of portfolio
3.15%
Previous 3.11%
Shares
5 transactions
Others Institutions Holding QUAL
# of Institutions
1,508Shares Held
229MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.23 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.7 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.66 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.44 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio