Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PANORAMIC INVESTMENT ADVISORS LLC | 04-18-2024 | 03-31-2024 | 113 | 135,677,588 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 51 | $714,881 | 8,347 | 0.00 | 0.00 | -436 | -4.96 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 52 | $695,545 | 13,335 | 0.00 | 0.00 | -2,073 | -13.45 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 53 | $694,272 | 12,800 | 0.00 | 0.00 | 250 | 1.99 | 03-31-2024 |
| TESLA INC | COM | 54 | $658,158 | 3,744 | 0.00 | 0.00 | 2,429 | 184.71 | 03-31-2024 |
