Panoramic Investment Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History
Panoramic Investment Advisors, LLC
- $145 Billion
- Q3 2024
A detailed history of Panoramic Investment Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 22,053 shares of VYM stock, worth $2.8 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
22,053
Previous 21,695
1.65%
Holding current value
$2.8 Million
Previous $2.62 Billion
7.71%
% of portfolio
1.95%
Previous 1.93%
Shares
5 transactions
Others Institutions Holding VYM
# of Institutions
1,798Shares Held
179MCall Options Held
1.89MPut Options Held
525K-
Sumitomo Life Insurance CO15.1MShares$1.92 Billion38.16% of portfolio
-
Bank Of America Corp Charlotte, NC11.3MShares$1.44 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.68MShares$1.23 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.4MShares$686 Million0.32% of portfolio
-
Envestnet Asset Management Inc5.03MShares$639 Million0.21% of portfolio