Vista Private Wealth Partners. LLC Pimco Equity Ser Rafi Esg U S Transaction History
Vista Private Wealth Partners. LLC
- $331 Million
- Q3 2025
Shares
3 transactions
Others Institutions Holding RAFE
# of Institutions
34Shares Held
1.49MCall Options Held
0Put Options Held
0-
Sellwood Investment Partners LLC Portland, OR490KShares$20.1 Million8.04% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA152KShares$6.23 Million4.52% of portfolio
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Arlington Financial Advisors, LLC127KShares$5.21 Million1.01% of portfolio
-
Northwest Bancshares, Inc. Warren, PA112KShares$4.61 Million0.77% of portfolio
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Commonwealth Equity Services, LLC109KShares$4.46 Million0.01% of portfolio