Panoramic Investment Advisors, LLC ISHARES TR Transaction History

Panoramic Investment Advisors, LLC

  • $136 Billion
  • Q1 2024
Number of Shares
61,978
Previous 29,240 111.96%
Holding current value
$1.58 Billion
Previous $756 Million 108.93%
% of portfolio
1.16%
Previous 0.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
N/A
32,738 Added 111.96%
61,978 $1.58 Billion
Q4 2023

Jan 23, 2024
BUY
N/A
29,240 New
29,240 $756 Million
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