Panoramic Investment Advisors, LLC Purchases and Sells in Q3 2024

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024

Top Buys

Incresed Positions

43 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MALVERN FDS
78K
+ 2677.37%
N/A
80.9K $6.42B
63.1K
+ 33.14%
$60.84 - $67.51 $3.84M - $4.26M
254K $17.1B
8.96K
+ 438.19%
$133.16 - $158.73 $1.19M - $1.42M
11K $1.67B
1.99K
+ 38.75%
$341.08 - $391.94 $677K - $778K
7.11K $2.73B
441
+ 4.52%
$207.23 - $234.82 $91.4K - $104K
10.2K $2.37B
726
+ 16.84%
$405.19 - $478.57 $294K - $347K
5.04K $2.32B
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
64.4K
New
N/A
64.4K $1.98B
ISHARES TR
56.9K
New
N/A
56.9K $1.48B
SILA REALTY TRUST INC
25.6K
New
N/A
25.6K $648M
11.2K
New
$41.55 - $46.97 $466K - $527K
11.2K $527M
5.01K
New
$80.41 - $132.42 $403K - $663K
5.01K $423M
AMERICAN HEALTHCARE REIT INC
16K
New
N/A
16K $416M
View all

Top Sells

Reduced Positions

54 operations
Stock Shares change Price Range Shares Held Trade History
FIDELITY WISE ORIGIN BITCOIN
-46.3K
- 54.77%
N/A
38.3K $2.12B
ISHARES BITCOIN TRUST ETF
-70.9K
- 58.29%
N/A
50.7K $1.83B
-40.4K
- 41.78%
$77.02 - $85.06 $3.11M - $3.44M
56.3K $4.76B
ISHARES TR
-43K
- 69.38%
N/A
19K $501M
-8.58K
- 37.58%
$100.07 - $118.13 $858K - $1.01M
14.3K $1.62B
-1.97K
- 25.22%
$475.2 - $527.7 $938K - $1.04M
5.85K $3.09B
View all
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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