Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 422,723 shares of IBTI stock, worth $9.33 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
422,723
Previous 422,723
-0.0%
Holding current value
$9.33 Million
Previous $9.23 Million
3.11%
% of portfolio
3.64%
Previous 3.71%
Shares
1 transactions
Others Institutions Holding IBTI
# of Institutions
135Shares Held
19.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA1.45MShares$31.9 Million0.01% of portfolio
-
Atwood & Palmer Inc1.01MShares$22.3 Million1.57% of portfolio
-
Inter Ocean Capital Group, LLC Nashville, TN1.01MShares$22.3 Million0.55% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL957KShares$21.1 Million0.03% of portfolio
-
Stratos Wealth Partners, Ltd.779KShares$17.2 Million0.26% of portfolio