Panoramic Investment Advisors, LLC MORGAN STANLEY ETF TRUST Transaction History

Panoramic Investment Advisors, LLC

  • $148 Billion
  • Q1 2025
Number of Shares
14,888
Previous 13,850 7.49%
Holding current value
$742 Million
Previous $691 Million 7.45%
% of portfolio
0.5%
Previous 0.45%

Shares

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