Vista Private Wealth Partners. LLC Vaneck Morningstar Internation Transaction History

Vista Private Wealth Partners. LLC

$261 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$23.32 - $30.21 $1.96 Million - $2.54 Million	-84,109 Closed	0 $0
Q1 2020 Apr 16, 2020	BUY	$21.61 - $32.75 $139,600 - $211,565	6,460 Added 8.32%	84,109 $1.99 Million
Q4 2019 Jan 08, 2020	BUY	$29.85 - $33.13 $131,220 - $145,639	4,396 Added 6.0%	77,649 $2.53 Million
Q3 2019 Oct 16, 2019	BUY	$30.19 - $31.16 $14,189 - $14,645	470 Added 0.65%	73,253 $0
Q2 2019 Aug 27, 2019	BUY	N/A	8,158 Added 12.62%	72,783 $2.13 Million
Q1 2019 Apr 18, 2019	BUY	N/A	1,096 Added 1.73%	64,625 $2.07 Million
Q4 2018 Feb 14, 2019	BUY	N/A	2,097 Added 3.41%	63,529 $1.94 Million
Q3 2018 Nov 15, 2018	BUY	N/A	8,572 Added 16.22%	61,432 $1.89 Million
Q1 2018 May 15, 2018	BUY	N/A	3,316 Added 6.69%	52,860 $1.83 Million
Q4 2017 Feb 26, 2018	BUY	N/A	1,870 Added 3.92%	49,544 $1.73 Million
Q3 2017 Dec 05, 2017	BUY	N/A	47,674	47,674 $1.71 Million

Others Institutions Holding MOTI

# of Institutions

64

Shares Held

5.66M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

1.77M
Shares

$58.2 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

1.23M
Shares

$40.5 Million
1.05% of portfolio
Raymond James & Associates St Petersburg, FL

804K
Shares

$26.4 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

325K
Shares

$10.7 Million
0.0% of portfolio
Southern Farm Bureau Life Insurance

314K
Shares

$10.3 Million
1.74% of portfolio

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