Panoramic Investment Advisors, LLC Purchases and Sells in Q3 2025

Panoramic Investment Advisors, LLC

  • $178 Billion
  • Q3 2025

Top Buys

Incresed Positions

55 operations
Stock Shares change Price Range Shares Held Trade History
7.62K
+ 2.39%
$72.65 - $78.68 $554K - $600K
326K $25.6B
2.23K
+ 23.36%
$433.97 - $484.08 $966K - $1.08M
11.8K $5.64B
DIMENSIONAL ETF TRUST
18K
+ 20.32%
N/A
107K $3.51B
2.09K
+ 16.55%
$153.3 - $186.58 $321K - $390K
14.7K $2.75B
9.87K
+ 6.16%
$28.92 - $32.19 $285K - $318K
170K $5.43B
7.07K
+ 30.84%
$85.01 - $90.35 $601K - $639K
30K $2.68B
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
BLACKROCK ETF TRUST
30.2K
New
N/A
30.2K $1.03B
TIDAL TRUST I
27.9K
New
N/A
27.9K $698M
6.17K
New
$32.73 - $42.5 $202K - $262K
6.17K $261M
7.66K
New
$30.13 - $33.37 $231K - $255K
7.66K $255M
2.02K
New
$115.96 - $125.95 $234K - $254K
2.02K $254M
796
New
$218.96 - $328.33 $174K - $261K
796 $224M
View all

Top Sells

Reduced Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
-11.7K
- 45.92%
$182.33 - $194.5 $2.14M - $2.28M
13.8K $2.69B
-6.98K
- 45.28%
$171.38 - $197.01 $1.2M - $1.37M
8.43K $1.65B
-3.06K
- 19.6%
$14.93 - $22.48 $45.7K - $68.9K
12.6K $188M
-101
- 18.36%
$915.95 - $994.57 $92.5K - $100K
449 $416M
-140
- 5.4%
$695.21 - $791.73 $97.3K - $111K
2.45K $1.8B
SILA REALTY TRUST INC
-4.85K
- 30.14%
N/A
11.2K $282M
View all
Activity Summary
Buys All Purchases 63 New Holdings 8 Increased Positions 55 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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