Vista Private Wealth Partners. LLC Spdr Bloomberg Short Term Inte Transaction History
Vista Private Wealth Partners. LLC
- $256 Million
- Q4 2024
Shares
10 transactions
Others Institutions Holding BWZ
# of Institutions
44Shares Held
3.38MCall Options Held
0Put Options Held
0-
Quent Capital, LLC803KShares$20.7 Million2.19% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA705KShares$18.1 Million1.05% of portfolio
-
Envestnet Asset Management Inc381KShares$9.8 Million0.0% of portfolio
-
Master'S Wealth Management Inc. Lancaster, PA286KShares$7.37 Million3.87% of portfolio
-
Mercer Global Advisors Inc Denver, CO242KShares$6.23 Million0.02% of portfolio