Vista Private Wealth Partners. LLC Pimco Equity Ser Rafi Esg U S Transaction History

Vista Private Wealth Partners. LLC

  • $256 Million
  • Q4 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Pimco Equity Ser Rafi Esg U S stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 684 shares of RAFE stock, worth $25,506. This represents 0.01% of its overall portfolio holdings.

Number of Shares
684
Previous 682 0.29%
Holding current value
$25,506
Previous $25,000 4.0%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$36.21 - $38.2 $72 - $76
2 Added 0.29%
684 $24,000
Q3 2024

Dec 03, 2024
SELL
$33.64 - $37.25 $14,700 - $16,278
-437 Reduced 39.05%
682 $25,000
Q2 2024

Aug 05, 2024
BUY
$33.21 - $35.48 $37,161 - $39,702
1,119 New
1,119 $39,000

Others Institutions Holding RAFE

# of Institutions
25
Shares Held
1.27M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO EQUITY SER RAFI ESG U S

RAFE Quotes by TradingView
  • Ticker RAFE
  • Sector ETFs
  • Industry ETFs
More about RAFE
Track This Portfolio

Track Vista Private Wealth Partners. LLC Portfolio

Follow Vista Private Wealth Partners. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Private Wealth Partners. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Private Wealth Partners. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email