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 $274,744. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,852
Previous 2,204
15.97%
Holding current value
$274,744
Previous $302 Million
12.55%
% of portfolio
0.19%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding VPU
# of Institutions
520Shares Held
12MCall Options Held
51.1KPut Options Held
16.2K-
Beacon Capital Management, Inc.1.17MShares$174 Million7.17% of portfolio
-
Morgan Stanley New York, NY959KShares$142 Million0.01% of portfolio
-
Envestnet Asset Management Inc737KShares$109 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC613KShares$90.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC551KShares$81.8 Million0.04% of portfolio