Panoramic Investment Advisors, LLC Purchases and Sells in Q4 2024

Panoramic Investment Advisors, LLC

  • $154 Billion
  • Q4 2024

Top Buys

Incresed Positions

63 operations
Stock Shares change Price Range Shares Held Trade History
25.7K
+ 10.12%
$66.77 - $71.52 $1.71M - $1.84M
279K $19.3B
FIDELITY WISE ORIGIN BITCOIN
961
+ 2.51%
N/A
39.2K $3.2B
ISHARES BITCOIN TRUST ETF
1.5K
+ 2.95%
N/A
52.2K $2.77B
2.05K
+ 20.16%
$221.69 - $259.02 $455K - $532K
12.2K $3.07B
VANGUARD MALVERN FDS
12K
+ 14.89%
N/A
92.9K $7.06B
811
+ 11.41%
$378.79 - $428.11 $307K - $347K
7.92K $3.25B
View all

New Holdings

8 operations
Stock Shares change Price Range Shares Held Trade History
1.24K
New
$205.18 - $250.29 $255K - $311K
1.24K $298M
MORGAN STANLEY ETF TRUST
4.96K
New
N/A
4.96K $250M
598
New
$385.02 - $431.37 $230K - $258K
598 $233M
2.22K
New
$99.04 - $109.59 $220K - $243K
2.22K $221M
567
New
$328.51 - $401.37 $186K - $228K
567 $213M
669
New
$273.87 - $320.91 $183K - $215K
669 $211M
View all

Top Sells

Reduced Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
-7.52K
- 25.49%
$87.1 - $98.49 $655K - $740K
22K $1.92B
-2.9K
- 58.59%
$136.28 - $154.74 $395K - $449K
2.05K $282M
-2.5K
- 5.78%
N/A
40.7K $3.77B
-1.09K
- 13.02%
$151.29 - $176.1 $165K - $192K
7.28K $1.11B
-408
- 6.97%
$521.84 - $558.82 $213K - $228K
5.44K $2.93B
-479
- 2.91%
$58.88 - $64.8 $28.2K - $31K
16K $942M
View all
Activity Summary
Buys All Purchases 71 New Holdings 8 Increased Positions 63 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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