Panoramic Investment Advisors, LLC ISHARES TR Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024
Number of Shares
18,978
Previous 61,978 69.38%
Holding current value
$501 Million
Previous $1.58 Billion 68.27%
% of portfolio
0.35%
Previous 1.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
N/A
-43,000 Reduced 69.38%
18,978 $501 Million
Q1 2024

Apr 18, 2024
BUY
N/A
32,738 Added 111.96%
61,978 $1.58 Billion
Q4 2023

Jan 23, 2024
BUY
N/A
29,240 New
29,240 $756 Million
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