Panoramic Investment Advisors, LLC MORGAN STANLEY ETF TRUST Transaction History

Panoramic Investment Advisors, LLC

  • $163 Billion
  • Q2 2025
Number of Shares
5,529
Previous 5,788 4.47%
Holding current value
$276 Million
Previous $286 Million 3.68%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Aug 07, 2025
SELL
N/A
-259 Reduced 4.47%
5,529 $276 Million
Q1 2025

May 06, 2025
BUY
N/A
825 Added 16.62%
5,788 $286 Million
Q4 2024

Jan 24, 2025
BUY
N/A
4,963 New
4,963 $250 Million
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