Panoramic Investment Advisors, LLC MORGAN STANLEY ETF TRUST Transaction History

Panoramic Investment Advisors, LLC

  • $148 Billion
  • Q1 2025
Number of Shares
5,788
Previous 4,963 16.62%
Holding current value
$286 Million
Previous $250 Million 14.5%
% of portfolio
0.19%
Previous 0.16%

Shares

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