Panoramic Investment Advisors, LLC Vanguard Utilities ETF Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 1,852 shares of VPU stock, worth $323,859. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,852
Previous 2,204
15.97%
Holding current value
$323,859
Previous $302 Million
12.55%
% of portfolio
0.19%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
547Shares Held
12.6MCall Options Held
37.4KPut Options Held
9.9K-
Beacon Capital Management, Inc.1.1MShares$193 Million7.25% of portfolio
-
Northwestern Mutual Wealth Management CO1.06MShares$185 Million0.15% of portfolio
-
Morgan Stanley New York, NY982KShares$172 Million0.01% of portfolio
-
Envestnet Asset Management Inc705KShares$123 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC621KShares$109 Million0.01% of portfolio