A detailed history of Vista Cima Wealth Management LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 400 shares of LQDH stock, worth $36,904. This represents 0.27% of its overall portfolio holdings.

Number of Shares
400
Previous 2,380 83.19%
Holding current value
$36,904
Previous $221 Million 14.29%
% of portfolio
0.27%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 28, 2025

BUY
$92.03 - $93.95 $214,798 - $219,279
2,334 Added 583.5%
2,734 $252 Million
Q1 2025

May 15, 2025

SELL
$92.03 - $93.95 $182,219 - $186,021
-1,980 Reduced 83.19%
400 $252 Million
Q4 2024

Feb 14, 2025

BUY
$92.58 - $93.71 $220,340 - $223,029
2,380 New
2,380 $221 Million

Others Institutions Holding LQDH

About ISHARES U S ETF TR INT RATE HE


  • Ticker LQDH
  • Sector ETFs
  • Industry ETFs
More about LQDH
Track This Portfolio

Track Vista Cima Wealth Management LLC Portfolio

Follow Vista Cima Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vista Cima Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Cima Wealth Management LLC with notifications on news.