Panoramic Investment Advisors, LLC VANGUARD MALVERN FDS Transaction History

Panoramic Investment Advisors, LLC

  • $145 Billion
  • Q3 2024
Number of Shares
80,877
Previous 2,912 2677.37%
Holding current value
$6.42 Billion
Previous $223 Million 2771.49%
% of portfolio
4.43%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
N/A
77,965 Added 2677.37%
80,877 $6.42 Billion
Q1 2024

Apr 18, 2024
BUY
N/A
2,912 New
2,912 $223 Million
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