Panoramic Investment Advisors, LLC Reduced Holdings in Q3 2024

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WELL
Welltower Inc.

Real Estate
-1.17K
- 20.14%
$104.0 - $129.74 $122K - $152K
4.65K $596M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-234
- 0.76%
$45.52 - $52.02 $10.7K - $12.2K
30.4K $1.54B
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-197
- 0.72%
$55.83 - $66.22 $11K - $13K
27.2K $1.71B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-171
- 0.68%
$162.64 - $179.3 $27.8K - $30.7K
25.1K $4.5B
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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