Vista Private Wealth Partners. LLC Pimco Equity Ser Rafi Esg U S Call Options Transaction History
Vista Private Wealth Partners. LLC
- $256 Million
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding RAFE
# of Institutions
24Shares Held
818KCall Options Held
0Put Options Held
0-
Northwest Bancshares, Inc. Warren, PA173KShares$6.44 Million1.1% of portfolio
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Arlington Financial Advisors, LLC132KShares$4.91 Million1.12% of portfolio
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Balanced Rock Investment Advisor Roslindale, MA112KShares$4.16 Million3.25% of portfolio
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Gen Wealth Group, Inc.80.7KShares$3.01 Million0.67% of portfolio
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Commonwealth Equity Services, LLC67.4KShares$2.51 Million0.0% of portfolio