Panoramic Investment Advisors, LLC ISHARES TR Transaction History

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024
Number of Shares
68,650
Previous 56,900 20.65%
Holding current value
$1.79 Billion
Previous $1.48 Billion 21.33%
% of portfolio
1.17%
Previous 1.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
N/A
11,750 Added 20.65%
68,650 $1.79 Billion
Q3 2024

Oct 31, 2024
BUY
N/A
56,900 New
56,900 $1.48 Billion
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