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Ishares Tr usa min vo shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Panoramic Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $558k 6.7k 83.58
2023-12-31 $529k 6.8k 78.03
2023-09-30 $672k 9.3k 72.38

More positions owned by Panoramic Investment Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Wise Origin Bitcoin SHS
Ishares Bitcoin Tr SHS
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Whitehall Fds High Div Yld (VYM)
Abbott Laboratories (ABT)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Panoramic Investment Advisors

Top funds holding Ishares Tr usa min vo

Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
Mercer Global Advisors
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Wells Fargo & Company
UBS Group
Alaska Permanent Fund Corp
Catalyst Capital Advisors
Millburn Ridgefield
Wealth Enhancement Advisory Services
Commonwealth Equity Services
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Ishares Tr usa min vo