Vista Private Wealth Partners. LLC Pimco Equity Ser Rafi Esg U S Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 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 682 shares of RAFE stock, worth $25,636. This represents 0.01% of its overall portfolio holdings.
Number of Shares
682
Previous 1,119
39.05%
Holding current value
$25,636
Previous $41,000
39.02%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding RAFE
# of Institutions
24Shares Held
813KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.49 Million1.1% of portfolio
-
Arlington Financial Advisors, LLC132KShares$4.95 Million1.12% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA112KShares$4.19 Million3.25% of portfolio
-
Gen Wealth Group, Inc.80.7KShares$3.03 Million0.67% of portfolio
-
Commonwealth Equity Services, LLC67.4KShares$2.53 Million0.0% of portfolio