Vista Private Wealth Partners. LLC Schwab Strategic Tr Us Large C Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 67,542 shares of SCHX stock, worth $1.61 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
67,542
Previous 67,880
0.5%
Holding current value
$1.61 Million
Previous $4.61 Million
0.5%
% of portfolio
1.75%
Previous 1.76%
Shares
28 transactions
Others Institutions Holding SCHX
# of Institutions
1,353Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$610 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio