Panoramic Investment Advisors, LLC Vanguard Growth ETF Transaction History
Panoramic Investment Advisors, LLC
- $136 Billion
- Q1 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 5,123 shares of VUG stock, worth $1.96 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
5,123
Previous 5,143
0.39%
Holding current value
$1.96 Million
Previous $1.6 Billion
10.27%
% of portfolio
1.3%
Previous 1.38%
Shares
4 transactions
Others Institutions Holding VUG
# of Institutions
2,285Shares Held
242MCall Options Held
194KPut Options Held
73.7K-
Bank Of America Corp Charlotte, NC43.1MShares$16.5 Billion1.44% of portfolio
-
Jones Financial Companies Lllp23MShares$8.8 Billion9.93% of portfolio
-
Morgan Stanley New York, NY13.6MShares$5.22 Billion0.4% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.6MShares$3.3 Billion7.17% of portfolio
-
Envestnet Asset Management Inc8.35MShares$3.2 Billion1.11% of portfolio