Panoramic Investment Advisors, LLC Vanguard Utilities ETF Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 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 1,601 shares of VPU stock, worth $281,856. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,601
Previous 1,852
13.55%
Holding current value
$281,856
Previous $264 Million
5.47%
% of portfolio
0.19%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding VPU
# of Institutions
595Shares Held
12.3MCall Options Held
39.2KPut Options Held
20.4K-
Beacon Capital Management, Inc.1.03MShares$182 Million7.75% of portfolio
-
Morgan Stanley New York, NY963KShares$169 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC710KShares$125 Million0.01% of portfolio
-
Envestnet Asset Management Inc671KShares$118 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC615KShares$108 Million0.05% of portfolio