Panoramic Investment Advisors, LLC Vanguard Financial ETF Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 3,830 shares of VFH stock, worth $424,134. This represents 0.29% of its overall portfolio holdings.
Number of Shares
3,830
Previous 3,715
3.1%
Holding current value
$424,134
Previous $343 Million
14.41%
% of portfolio
0.29%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding VFH
# of Institutions
673Shares Held
50.5MCall Options Held
78KPut Options Held
7.8K-
Bank Of America Corp Charlotte, NC23.5MShares$2.61 Billion0.21% of portfolio
-
Morgan Stanley New York, NY2.76MShares$306 Million0.02% of portfolio
-
Ubs Group Ag1.75MShares$194 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.6MShares$177 Million7.09% of portfolio
-
Wells Fargo & Company San Francisco, CA1.4MShares$155 Million0.03% of portfolio