Panoramic Investment Advisors, LLC Vanguard Specialized Funds Van Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 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 3,086 shares of VNQ stock, worth $293,509. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,086
Previous 3,077
0.29%
Holding current value
$293,509
Previous $272 Million
1.84%
% of portfolio
0.2%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding VNQ
# of Institutions
1,732Shares Held
238MCall Options Held
1.33MPut Options Held
1.1M-
Creative Planning Overland Park, KS17.4MShares$1.65 Billion1.56% of portfolio
-
Morgan Stanley New York, NY12MShares$1.14 Billion0.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO11.3MShares$1.07 Billion3.52% of portfolio
-
Bank Of America Corp Charlotte, NC10.7MShares$1.02 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.72MShares$924 Million0.07% of portfolio