Panoramic Capital Partners, LLC IVV Holdings History
Panoramic Capital Partners, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Panoramic Capital Partners, LLC held 55,151.00 shares of iShares Core S&P 500 ETF(IVV), totaling $34.64 Mil. This investment constitutes 24.03% of their stock portfolio, and Panoramic Capital Partners, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2024Q4. And since then Panoramic Capital Partners, LLC has made 2 purchases of IVV, at an average price of $589.32, for a total of 55,151.00 shares. Based on historical transaction data and IVV's current price of $638.27, Panoramic Capital Partners, LLC's estimated gain on his IVV holdings is $2.70 Mil, reflecting a 8.31% gain to date.
Panoramic Capital Partners, LLC IVV ($638.27) Holding Chart
Panoramic Capital Partners, LLC IVV ($638.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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