Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 567,571 shares of IBTF stock, worth $13.3 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
567,571
Previous 567,571
-0.0%
Holding current value
$13.3 Million
Previous $13.2 Million
0.87%
% of portfolio
5.09%
Previous 5.3%
Shares
5 transactions
Others Institutions Holding IBTF
# of Institutions
260Shares Held
81.9MCall Options Held
0Put Options Held
0-
Captrust Financial Advisors Raleigh, NC15.4MShares$360 Million1.16% of portfolio
-
Hm Payson & CO Portland, ME3.85MShares$89.9 Million1.55% of portfolio
-
Morgan Stanley New York, NY3.72MShares$86.8 Million0.01% of portfolio
-
Ubs Group Ag3.58MShares$83.7 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.35MShares$78.4 Million0.01% of portfolio