Panoramic Investment Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 21,695 shares of VYM stock, worth $2.73 Million. This represents 1.93% of its overall portfolio holdings.
Number of Shares
21,695
Previous 21,178
2.44%
Holding current value
$2.73 Million
Previous $2.36 Billion
11.03%
% of portfolio
1.93%
Previous 2.04%
Shares
4 transactions
Others Institutions Holding VYM
# of Institutions
1,716Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.9 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.38 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.19 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$657 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$629 Million0.21% of portfolio