Vista Private Wealth Partners. LLC Innovator U.S. Equity Ultra Bu Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding UJAN
# of Institutions
86Shares Held
2.74MCall Options Held
0Put Options Held
0-
Fermata Advisors, LLC Sonoma, CA560KShares$21.4 Million4.4% of portfolio
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Commonwealth Equity Services, LLC200KShares$7.65 Million0.01% of portfolio
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Strategic Blueprint, LLC Atlanta, GA160KShares$6.12 Million0.41% of portfolio
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C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$6 Million0.51% of portfolio
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Mgo One Seven LLC Beachwood, OH115KShares$4.39 Million0.19% of portfolio