Panoramic Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 2,702 shares of VNQ stock, worth $241,369. This represents 0.18% of its overall portfolio holdings.
Number of Shares
2,702
Previous 3,086
12.44%
Holding current value
$241,369
Previous $267 Million
1.37%
% of portfolio
0.18%
Previous 0.2%
Shares
5 transactions
Others Institutions Holding VNQ
# of Institutions
1,825Shares Held
241MCall Options Held
1.22MPut Options Held
1.53M-
Creative Planning Overland Park, KS16.2MShares$1.44 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12.3MShares$1.1 Billion0.09% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.4MShares$1.02 Billion3.77% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$1.01 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY9.98MShares$891 Million0.08% of portfolio