Vista Private Wealth Partners. LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History
Vista Private Wealth Partners. LLC
- $331 Million
- Q3 2025
A detailed history of Vista Private Wealth Partners. LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 690,448 shares of IBTJ stock, worth $15.1 Million. This represents 4.58% of its overall portfolio holdings.
Number of Shares
690,448
Previous 690,448
-0.0%
Holding current value
$15.1 Million
Previous $15.1 Million
0.19%
% of portfolio
4.58%
Previous 4.78%
Shares
3 transactions
Others Institutions Holding IBTJ
# of Institutions
194Shares Held
31.9MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors1.95MShares$42.9 Million5.22% of portfolio
-
Brookstone Capital Management1.73MShares$37.9 Million0.51% of portfolio
-
Wells Fargo & Company San Francisco, CA1.49MShares$32.7 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.05MShares$23 Million0.04% of portfolio
-
Asset Advisors Investment Management, LLC1.04MShares$22.9 Million2.08% of portfolio