Panoramic Investment Advisors, LLC MORGAN STANLEY ETF TRUST Transaction History

Panoramic Investment Advisors, LLC

  • $163 Billion
  • Q2 2025
Number of Shares
17,417
Previous 14,888 16.99%
Holding current value
$871 Million
Previous $742 Million 17.36%
% of portfolio
0.53%
Previous 0.5%

Shares

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

Aug 07, 2025
BUY
N/A
2,529 Added 16.99%
17,417 $871 Million
Q1 2025

May 06, 2025
BUY
N/A
1,038 Added 7.49%
14,888 $742 Million
Q4 2024

Jan 24, 2025
BUY
N/A
6,190 Added 80.81%
13,850 $691 Million
Q3 2024

Oct 31, 2024
BUY
N/A
7,660 New
7,660 $385 Million
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