Panoramic Investment Advisors, LLC ISHARES TR Transaction History

Panoramic Investment Advisors, LLC

  • $163 Billion
  • Q2 2025
Number of Shares
68,250
Previous 68,650 0.58%
Holding current value
$1.88 Billion
Previous $1.77 Billion 6.05%
% of portfolio
1.15%
Previous 1.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
N/A
-400 Reduced 0.58%
68,250 $1.88 Billion
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
Track This Portfolio

Track Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email